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Shum Financial Group’s Public Storage PSA Stock Holding History

Shum Financial Group’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$625K Buy
2,089
+35
+2% +$10.5K 0.54% 56
2024
Q4 		$615K Sell
2,054
-83
-4% -$24.9K 0.53% 60
2024
Q3 		$728K Buy
+2,137
New +$728K 0.61% 58