Ausdal Financial Partners’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 |
-598
| Closed | -$218K | – | 586 |
|
2024
Q3 | $218K | Buy |
+598
| New | +$218K | 0.02% | 478 |
|
2023
Q2 | – | Sell |
-700
| Closed | -$212K | – | 459 |
|
2023
Q1 | $212K | Buy |
+700
| New | +$212K | 0.03% | 407 |
|
2022
Q2 | – | Sell |
-639
| Closed | -$249K | – | 502 |
|
2022
Q1 | $249K | Sell |
639
-58
| -8% | -$22.6K | 0.03% | 404 |
|
2021
Q4 | $261K | Sell |
697
-31
| -4% | -$11.6K | 0.03% | 403 |
|
2021
Q3 | $216K | Buy |
+728
| New | +$216K | 0.03% | 430 |
|
2017
Q2 | – | Sell |
-1,009
| Closed | -$221K | – | 325 |
|
2017
Q1 | $221K | Buy |
+1,009
| New | +$221K | 0.1% | 246 |
|
2016
Q3 | – | Sell |
-892
| Closed | -$228K | – | 276 |
|
2016
Q2 | $228K | Sell |
892
-60
| -6% | -$15.3K | 0.12% | 204 |
|
2016
Q1 | $263K | Hold |
952
| – | – | 0.15% | 171 |
|
2015
Q4 | $236K | Buy |
+952
| New | +$236K | 0.12% | 190 |
|