WWM
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Whalen Wealth Management’s Public Storage PSA Stock Holding History

Whalen Wealth Management’s Portfolio PSA Stock Details PSA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,296
Closed -$700K – 149
2023
Q4 		$700K Buy
+2,296
New +$700K 0.63% 39