YWM
Yoder Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
860
+51
| +6% | +$15K | 0.13% | 98 |
|
|
2025
Q1 | $242K | Buy |
809
+5
| +0.6% | +$1.5K | 0.14% | 96 |
|
|
2024
Q4 | $241K | Buy |
804
+41
| +5% | +$12.3K | 0.13% | 94 |
|
|
2024
Q3 | $278K | Buy |
763
+36
| +5% | +$13.1K | 0.17% | 88 |
|
|
2024
Q2 | $209K | Buy |
727
+16
| +2% | +$4.6K | 0.14% | 100 |
|
|
2024
Q1 | $206K | Buy |
+711
| New | +$206K | 0.13% | 101 |
|