AWM
Aevitas Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-183
| Closed | -$39K | – | 276 |
|
|
2019
Q1 | $39K | Hold |
183
| – | – | 0.03% | 205 |
|
|
2018
Q4 | $37K | Hold |
183
| – | – | 0.04% | 201 |
|
|
2018
Q3 | $37K | Hold |
183
| – | – | 0.03% | 226 |
|
|
2018
Q2 | $42K | Hold |
183
| – | – | 0.04% | 213 |
|
|
2018
Q1 | $37K | Hold |
183
| – | – | 0.04% | 201 |
|
|
2017
Q4 | $38K | Buy |
+183
| New | +$38K | 0.04% | 203 |
|