RWP
Ridgecrest Wealth Partners’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
1,086
-12
| -1% | -$3.52K | 0.17% | 78 |
|
|
2025
Q1 | $329K | Buy |
1,098
+4
| +0.4% | +$1.2K | 0.17% | 74 |
|
|
2024
Q4 | $328K | Buy |
1,094
+8
| +0.7% | +$2.4K | 0.18% | 73 |
|
|
2024
Q3 | $395K | Hold |
1,086
| – | – | 0.21% | 72 |
|
|
2024
Q2 | $312K | Hold |
1,086
| – | – | 0.19% | 80 |
|
|
2024
Q1 | $315K | Hold |
1,086
| – | – | 0.19% | 81 |
|
|
2023
Q4 | $331K | Hold |
1,086
| – | – | 0.22% | 72 |
|
|
2023
Q3 | $286K | Hold |
1,086
| – | – | 0.2% | 76 |
|
|
2023
Q2 | $317K | Hold |
1,086
| – | – | 0.21% | 74 |
|
|
2023
Q1 | $328K | Hold |
1,086
| – | – | 0.23% | 69 |
|
|
2022
Q4 | $304K | Hold |
1,086
| – | – | 0.23% | 69 |
|
|
2022
Q3 | $318K | Hold |
1,086
| – | – | 0.26% | 67 |
|
|
2022
Q2 | $340K | Hold |
1,086
| – | – | 0.25% | 73 |
|
|
2022
Q1 | $424K | Hold |
1,086
| – | – | 0.27% | 67 |
|
|
2021
Q4 | $407K | Hold |
1,086
| – | – | 0.2% | 86 |
|
|
2021
Q3 | $323K | Hold |
1,086
| – | – | 0.18% | 88 |
|
|
2021
Q2 | $327K | Buy |
+1,086
| New | +$327K | 0.2% | 84 |
|