BWP
Baldwin Wealth Partners’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6
| Closed | -$1.73K | – | 1153 |
|
|
2024
Q2 | $1.73K | Buy |
+6
| New | +$1.73K | ﹤0.01% | 670 |
|
|
2023
Q1 | – | Sell |
-667
| Closed | -$187K | – | 814 |
|
|
2022
Q4 | $187K | Buy |
+667
| New | +$187K | 0.02% | 238 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$22K | – | 530 |
|
|
2016
Q4 | $22K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
|
2016
Q3 | $22K | Hold |
100
| – | – | ﹤0.01% | 372 |
|
|
2016
Q2 | $26K | Hold |
100
| – | – | 0.01% | 317 |
|
|
2016
Q1 | $28K | Buy |
+100
| New | +$28K | 0.01% | 339 |
|