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Whipplewood Advisors’s Public Storage PSA Stock Holding History

Whipplewood Advisors’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$880 Sell
3
-166
-98% -$48.7K ﹤0.01% 1037
2025
Q1 		$5.09K Buy
169
+132
+357% +$3.97K ﹤0.01% 696
2024
Q4 		$11.1K Buy
+37
New +$11.1K 0.01% 541