Ashton Thomas Private Wealth’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,971
| Closed | -$2.17M | – | 797 |
|
|
2024
Q3 | $2.17M | Buy |
5,971
+60
| +1% | +$21.8K | 0.11% | 203 |
|
|
2024
Q2 | $1.7M | Buy |
5,911
+14
| +0.2% | +$4.03K | 0.09% | 221 |
|
|
2024
Q1 | $1.71M | Sell |
5,897
-2,796
| -32% | -$811K | 0.1% | 221 |
|
|
2023
Q4 | $2.65M | Buy |
8,693
+120
| +1% | +$36.6K | 0.17% | 162 |
|
|
2023
Q3 | $2.26M | Buy |
8,573
+8
| +0.1% | +$2.11K | 0.16% | 167 |
|
|
2023
Q2 | $2.5M | Sell |
8,565
-192
| -2% | -$56K | 0.19% | 142 |
|
|
2023
Q1 | $2.65M | Buy |
8,757
+5,910
| +208% | +$1.79M | 0.23% | 117 |
|
|
2022
Q4 | $798K | Sell |
2,847
-2,085
| -42% | -$584K | 0.08% | 267 |
|
|
2022
Q3 | $1.44M | Buy |
4,932
+1,394
| +39% | +$408K | 0.16% | 168 |
|
|
2022
Q2 | $1.11M | Buy |
3,538
+1,454
| +70% | +$455K | 0.12% | 198 |
|
|
2022
Q1 | $813K | Buy |
2,084
+1,033
| +98% | +$403K | 0.07% | 279 |
|
|
2021
Q4 | $394K | Buy |
+1,051
| New | +$394K | 0.04% | 354 |
|
|
2020
Q4 | – | Sell |
-2,029
| Closed | -$452K | – | 308 |
|
|
2020
Q3 | $452K | Sell |
2,029
-1,029
| -34% | -$229K | 0.11% | 188 |
|
|
2020
Q2 | $587K | Sell |
3,058
-398
| -12% | -$76.4K | 0.17% | 145 |
|
|
2020
Q1 | $686K | Sell |
3,456
-66
| -2% | -$13.1K | 0.28% | 97 |
|
|
2019
Q4 | $750K | Sell |
3,522
-16
| -0.5% | -$3.41K | 0.25% | 107 |
|
|
2019
Q3 | $868K | Sell |
3,538
-4,759
| -57% | -$1.17M | 0.36% | 75 |
|
|
2019
Q2 | $1.98M | Buy |
8,297
+1,120
| +16% | +$267K | 0.76% | 36 |
|
|
2019
Q1 | $1.56M | Buy |
+7,177
| New | +$1.56M | 0.64% | 35 |
|