BCWM
Bartlett & Co Wealth Management’s Public Storage Depositary Shares Each Representing 1/1,000 of a 5.60% Cumulative Preferred Share of Beneficial Interest, Series H PSA.PRH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-110,006
| Closed | -$2.77M | – | 1191 |
|
|
2023
Q4 | $2.77M | Sell |
110,006
-11,495
| -9% | -$290K | 0.05% | 174 |
|
|
2023
Q3 | $2.95M | Sell |
121,501
-575
| -0.5% | -$14K | 0.05% | 161 |
|
|
2023
Q2 | $3.14M | Buy |
122,076
+2,175
| +2% | +$56K | 0.05% | 158 |
|
|
2023
Q1 | $3.05M | Buy |
119,901
+800
| +0.7% | +$20.4K | 0.06% | 149 |
|
|
2022
Q4 | $2.77M | Sell |
119,101
-14,180
| -11% | -$330K | 0.06% | 158 |
|
|
2022
Q3 | $3.19M | Sell |
133,281
-12,091
| -8% | -$290K | 0.07% | 142 |
|
|
2022
Q2 | $3.67M | Sell |
145,372
-2,790
| -2% | -$70.4K | 0.07% | 142 |
|
|
2022
Q1 | $3.87M | Buy |
148,162
+1,210
| +0.8% | +$31.6K | 0.07% | 142 |
|
|
2021
Q4 | $3.99M | Buy |
+146,952
| New | +$3.99M | 0.07% | 141 |
|