ACM
Alethea Capital Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,301
| Closed | -$695K | – | 70 |
|
|
2023
Q1 | $695K | Buy |
+2,301
| New | +$695K | 0.73% | 11 |
|
|
2022
Q4 | – | Sell |
-703
| Closed | -$206K | – | 56 |
|
|
2022
Q3 | $206K | Buy |
+703
| New | +$206K | 0.26% | 54 |
|
|
2021
Q2 | – | Sell |
-3,134
| Closed | -$773K | – | 100 |
|
|
2021
Q1 | $773K | Buy |
+3,134
| New | +$773K | 0.47% | 31 |
|
|
2020
Q1 | – | Sell |
-3,932
| Closed | -$837K | – | 106 |
|
|
2019
Q4 | $837K | Buy |
+3,932
| New | +$837K | 0.36% | 23 |
|
|
2018
Q4 | – | Sell |
-9,013
| Closed | -$1.82M | – | 83 |
|
|
2018
Q3 | $1.82M | Buy |
+9,013
| New | +$1.82M | 2.72% | 9 |
|
|
2018
Q2 | – | Sell |
-2,523
| Closed | -$506K | – | 93 |
|
|
2018
Q1 | $506K | Buy |
+2,523
| New | +$506K | 0.69% | 37 |
|
|
2016
Q2 | – | Sell |
-9,510
| Closed | -$2.62M | – | 73 |
|
|
2016
Q1 | $2.62M | Buy |
+9,510
| New | +$2.62M | 2.92% | 8 |
|