Baker Avenue Asset Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-33
| Closed | -$8.7K | – | 1188 |
|
|
2023
Q3 | $8.7K | Sell |
33
-10
| -23% | -$2.64K | ﹤0.01% | 790 |
|
|
2023
Q2 | $12.5K | Buy |
43
+10
| +30% | +$2.9K | ﹤0.01% | 706 |
|
|
2023
Q1 | $9.97K | Sell |
33
-3
| -8% | -$906 | ﹤0.01% | 761 |
|
|
2022
Q4 | $10K | Buy |
+36
| New | +$10K | ﹤0.01% | 703 |
|
|
2022
Q3 | – | Sell |
-959
| Closed | -$300K | – | 360 |
|
|
2022
Q2 | $300K | Buy |
959
+175
| +22% | +$54.7K | 0.02% | 265 |
|
|
2022
Q1 | $306K | Buy |
+784
| New | +$306K | 0.02% | 263 |
|
|
2021
Q3 | – | Sell |
-945
| Closed | -$284K | – | 270 |
|
|
2021
Q2 | $284K | Buy |
945
+5
| +0.5% | +$1.5K | 0.02% | 212 |
|
|
2021
Q1 | $232K | Buy |
940
+7
| +0.8% | +$1.73K | 0.01% | 219 |
|
|
2020
Q4 | $215K | Buy |
933
+17
| +2% | +$3.92K | 0.01% | 225 |
|
|
2020
Q3 | $204K | Buy |
+916
| New | +$204K | 0.02% | 213 |
|