WOSD
WFA of San Diego’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Buy |
+38
| New | +$11.2K | 0.01% | 312 |
|
|
2024
Q3 | $13.8K | Hold |
38
| – | – | 0.01% | 264 |
|
|
2024
Q2 | $10.9K | Buy |
+38
| New | +$10.9K | 0.01% | 272 |
|
|
2023
Q3 | $60.6K | Hold |
230
| – | – | 0.06% | 152 |
|
|
2023
Q2 | $67.1K | Buy |
+230
| New | +$67.1K | 0.07% | 145 |
|
|
2023
Q1 | – | Sell |
-230
| Closed | -$64.4K | – | 332 |
|
|
2022
Q4 | $64.4K | Buy |
+230
| New | +$64.4K | 0.05% | 172 |
|
|
2022
Q3 | – | Sell |
-230
| Closed | -$72K | – | 321 |
|
|
2022
Q2 | $72K | Buy |
+230
| New | +$72K | 0.06% | 144 |
|
|
2021
Q1 | – | Sell |
-230
| Closed | -$230 | – | 119 |
|
|
2020
Q4 | $230 | Buy |
+230
| New | +$230 | 0.06% | 40 |
|
|
2020
Q3 | – | Sell |
-4,599
| Closed | -$1.02M | – | 201 |
|
|
2020
Q2 | $1.02M | Buy |
+4,599
| New | +$1.02M | 0.24% | 100 |
|