Schwallier Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
887
+13
| +1% | +$3.82K | 0.16% | 43 |
|
|
2025
Q1 | $262K | Buy |
874
+15
| +2% | +$4.49K | 0.19% | 47 |
|
|
2024
Q4 | $257K | Buy |
859
+10
| +1% | +$2.99K | 0.2% | 33 |
|
|
2024
Q3 | $309K | Buy |
849
+7
| +0.8% | +$2.55K | 0.22% | 29 |
|
|
2024
Q2 | $242K | Buy |
842
+9
| +1% | +$2.59K | 0.2% | 26 |
|
|
2024
Q1 | $242K | Buy |
833
+8
| +1% | +$2.32K | 0.19% | 25 |
|
|
2023
Q4 | $252K | Buy |
+825
| New | +$252K | 0.21% | 29 |
|