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Regent Peak Wealth Advisors’s Public Storage PSA Stock Holding History

Regent Peak Wealth Advisors’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-95
Closed -$22K – 772
2020
Q4 		$22K Buy
+95
New +$22K 0.01% 442