SWA
SOA Wealth Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46K | Buy |
+22
| New | +$6.46K | ﹤0.01% | 637 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$1.32K | – | 939 |
|
|
2023
Q3 | $1.32K | Hold |
5
| – | – | ﹤0.01% | 743 |
|
|
2023
Q2 | $1.46K | Hold |
5
| – | – | ﹤0.01% | 750 |
|
|
2023
Q1 | $1.51K | Hold |
5
| – | – | ﹤0.01% | 755 |
|
|
2022
Q4 | $1.4K | Hold |
5
| – | – | ﹤0.01% | 766 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 794 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 778 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 867 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 840 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 861 |
|
|
2021
Q2 | $1K | Buy |
5
+4
| +400% | +$800 | ﹤0.01% | 841 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 904 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 870 |
|