44 Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,768
| Closed | -$2.04M | – | 177 |
|
|
2023
Q1 | $2.04M | Buy |
6,768
+403
| +6% | +$122K | 0.69% | 40 |
|
|
2022
Q4 | $1.78M | Buy |
6,365
+995
| +19% | +$279K | 0.62% | 44 |
|
|
2022
Q3 | $1.57M | Buy |
5,370
+124
| +2% | +$36.3K | 0.65% | 44 |
|
|
2022
Q2 | $1.64M | Sell |
5,246
-602
| -10% | -$188K | 0.63% | 44 |
|
|
2022
Q1 | $2.28M | Buy |
5,848
+1,013
| +21% | +$395K | 0.82% | 30 |
|
|
2021
Q4 | $1.81M | Buy |
4,835
+244
| +5% | +$91.4K | 0.63% | 42 |
|
|
2021
Q3 | $1.36M | Buy |
4,591
+637
| +16% | +$189K | 0.52% | 51 |
|
|
2021
Q2 | $1.19M | Buy |
3,954
+1,863
| +89% | +$560K | 0.46% | 56 |
|
|
2021
Q1 | $516K | Buy |
+2,091
| New | +$516K | 0.22% | 103 |
|