VisionPoint Advisory Group’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-538	Closed	-$160K	–	287
2024 Q4	$160K	Sell	538 -22	-4%	-$7.3K	0.05%	202
2024 Q3	$204K	Sell	560 -32	-5%	-$10.4K	0.07%	171
2024 Q2	$170K	Sell	592 -1,102	-65%	-$304K	0.06%	175
2024 Q1	$491K	Sell	1,694 -69	-4%	-$19.8K	0.18%	119
2023 Q4	$538K	Sell	1,763 -4,979	-74%	-$1.32M	0.2%	90
2023 Q3	$1.78M	Buy	6,742 +92	+1%	+$25.8K	0.76%	35
2023 Q2	$1.94M	Buy	6,650 +1,078	+19%	+$314K	0.79%	39
2023 Q1	$1.62M	Buy	+5,572	New	+$1.64M	0.71%	37
2021 Q1	–	Sell	-1,294	Closed	-$299K	–	143
2020 Q4	$299K	Sell	1,294 -8,410	-87%	-$1.93M	0.15%	113
2020 Q3	$2.16M	Sell	9,704 -2,252	-19%	-$460K	0.93%	22
2020 Q2	$2.22M	Sell	11,956 -204	-2%	-$39.4K	0.9%	27
2020 Q1	$2.42M	Buy	+12,160	New	+$2.6M	1.13%	20