V Wealth Advisors’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,516
Closed -$350K 435
2020
Q4
$350K Buy
1,516
+408
+37% +$94.2K 0.07% 281
2020
Q3
$247K Sell
1,108
-177
-14% -$39.5K 0.17% 142
2020
Q2
$246K Buy
+1,285
New +$246K 0.06% 301