WR Wealth Planners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.69K | Buy |
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|
2024
Q3 | $5.46K | Hold |
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|
2024
Q2 | $4.32K | Buy |
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|
2024
Q1 | $3.77K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.69K | Hold |
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|
2023
Q2 | $4.09K | Buy |
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|
2023
Q1 | $604 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $20.6K | Hold |
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|
2022
Q1 | $25.8K | Buy |
|