Trajan Wealth’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
$4.99M Buy
17,006
+109
+0.6% +$32K 0.24% 75
2025
Q1
$5.06M Buy
16,897
+825
+5% +$247K 0.28% 73
2024
Q4
$4.81M Buy
16,072
+427
+3% +$128K 0.27% 72
2024
Q3
$5.69M Sell
15,645
-67
-0.4% -$24.4K 0.34% 63
2024
Q2
$4.52M Buy
15,712
+286
+2% +$82.3K 0.29% 69
2024
Q1
$4.47M Buy
+15,426
New +$4.47M 0.3% 75