Arkadios Wealth Advisors’s Public Storage PSA.PRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,200
Closed -$31.1K 1514
2020
Q3
$31.1K Buy
1,200
+700
+140% +$18K 0.02% 506
2020
Q2
$12.8K Buy
+500
New +$12.5K 0.01% 635

Arkadios Wealth Advisors's PSA.PRD Position: Q4 2020 in Review

Arkadios Wealth Advisors sold out of Public Storage (PSA.PRD) in Q4 2020, closing a stake of 1,200 shares — an estimated $31.1K sold.

Arkadios Wealth Advisors first reported a position in PSA.PRD in Q2 2020 and held it in 2 quarters. The position peaked at $31.1K in Q3 2020. 0 funds tracked by Wall St. Rank hold PSA.PRD as of Q4 2020.

  • Arkadios Wealth Advisors reported no remaining Public Storage position as of Q4 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,200 Public Storage shares in Q4 2020, an estimated $31.1K.
  • Arkadios Wealth Advisors first reported a position in Public Storage in Q2 2020 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Public Storage position peaked at $31.1K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Public Storage as of Q4 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.