WWA
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Wingate Wealth Advisors’s Public Storage PSA Stock Holding History

Wingate Wealth Advisors’s Portfolio PSA Stock Details PSA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-636
Closed -$190K – 333
2024
Q4 		$190K Buy
+636
New +$190K 0.19% 100