1WA
180 Wealth Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-985
| Closed | -$273K | – | 372 |
|
|
2021
Q1 | $273K | Sell |
985
-100
| -9% | -$27.7K | 0.07% | 278 |
|
|
2020
Q4 | $239K | Sell |
1,085
-59
| -5% | -$13K | 0.07% | 268 |
|
|
2020
Q3 | $267K | Sell |
1,144
-43
| -4% | -$10K | 0.1% | 198 |
|
|
2020
Q2 | $228K | Buy |
+1,187
| New | +$228K | 0.09% | 219 |
|
|
2020
Q1 | – | Sell |
-1,976
| Closed | -$431K | – | 253 |
|
|
2019
Q4 | $431K | Sell |
1,976
-23
| -1% | -$5.02K | 0.17% | 144 |
|
|
2019
Q3 | $492K | Sell |
1,999
-776
| -28% | -$191K | 0.22% | 126 |
|
|
2019
Q2 | $684K | Buy |
+2,775
| New | +$684K | 0.31% | 91 |
|