Second Half Financial Partners’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,596	Closed	-$2.62M	–	70
2023 Q4	$2.62M	Sell	8,596 -228	-3%	-$69.5K	1.29%	25
2023 Q3	$2.33M	Buy	+8,824	New	+$2.33M	1.16%	17