B. Riley Wealth Advisors’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 | $424K | Sell |
1,415
-341
| -19% | -$102K | 0.01% | 753 |
|
|
2024
Q3 | $632K | Sell |
1,756
-489
| -22% | -$176K | 0.02% | 659 |
|
|
2024
Q2 | $646K | Sell |
2,245
-394
| -15% | -$113K | 0.02% | 696 |
|
|
2024
Q1 | $695K | Buy |
2,639
+421
| +19% | +$111K | 0.02% | 643 |
|
|
2023
Q4 | $676K | Sell |
2,218
-421
| -16% | -$128K | 0.02% | 676 |
|
|
2023
Q3 | $695K | Sell |
2,639
-184
| -7% | -$48.5K | 0.02% | 643 |
|
|
2023
Q2 | $824K | Sell |
2,823
-154
| -5% | -$44.9K | 0.02% | 634 |
|
|
2023
Q1 | $899K | Sell |
2,977
-51
| -2% | -$15.4K | 0.02% | 571 |
|
|
2022
Q4 | $848K | Buy |
3,028
+718
| +31% | +$201K | 0.02% | 593 |
|
|
2022
Q3 | $676K | Buy |
2,310
+640
| +38% | +$187K | 0.02% | 646 |
|
|
2022
Q2 | $522K | Buy |
1,670
+50
| +3% | +$15.6K | 0.02% | 640 |
|
|
2022
Q1 | $632K | Buy |
1,620
+80
| +5% | +$31.2K | 0.02% | 632 |
|
|
2021
Q4 | $577K | Buy |
1,540
+90
| +6% | +$33.7K | 0.02% | 738 |
|
|
2021
Q3 | $431K | Buy |
+1,450
| New | +$431K | 0.01% | 853 |
|
|
2016
Q2 | – | Sell |
-1,396
| Closed | -$385K | – | 643 |
|
|
2016
Q1 | $385K | Buy |
1,396
+296
| +27% | +$81.6K | 0.09% | 283 |
|
|
2015
Q4 | $273K | Buy |
+1,100
| New | +$273K | 0.06% | 397 |
|
|
2015
Q1 | – | Sell |
-982
| Closed | -$182 | – | 1624 |
|
|
2014
Q4 | $182 | Buy |
+982
| New | +$182 | ﹤0.01% | 1421 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$171K | – | 1580 |
|
|
2014
Q2 | $171K | Buy |
+1,000
| New | +$171K | 0.04% | 503 |
|
|
2013
Q4 | – | Sell |
-1,145
| Closed | -$184K | – | 711 |
|
|
2013
Q3 | $184K | Sell |
1,145
-127
| -10% | -$20.4K | 0.06% | 361 |
|
|
2013
Q2 | $195K | Buy |
+1,272
| New | +$195K | 0.07% | 329 |
|