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Simplicity Wealth’s Public Storage PSA Stock Holding History

Simplicity Wealth’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,313
Closed -$378K – 1028
2024
Q2 		$378K Buy
1,313
+88
+7% +$25.3K 0.01% 866
2024
Q1 		$355K Buy
+1,225
New +$355K 0.01% 859