WealthPlan Investment Management’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,800	Closed	-$545K	–	535
2022 Q4	$545K	Hold	1,800	–	–	0.04%	244
2022 Q3	$534K	Buy	+1,800	New	+$534K	0.04%	238
2022 Q1	$669K	Buy	+1,800	New	+$669K	0.05%	216