BCWM
Bartlett & Co Wealth Management’s Public Storage Depositary Shares Each Representing 1/1,000 of a 4.700% Cumulative Preferred Share of Beneficial Interest, Series J PSA.PRJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-63,965
| Closed | -$1.37M | – | 1192 |
|
|
2023
Q4 | $1.37M | Sell |
63,965
-4,860
| -7% | -$104K | 0.02% | 245 |
|
|
2023
Q3 | $1.35M | Sell |
68,825
-750
| -1% | -$14.7K | 0.02% | 230 |
|
|
2023
Q2 | $1.57M | Sell |
69,575
-2,500
| -3% | -$56.3K | 0.03% | 223 |
|
|
2023
Q1 | $1.55M | Buy |
72,075
+7,900
| +12% | +$170K | 0.03% | 193 |
|
|
2022
Q4 | $1.24M | Sell |
64,175
-19,075
| -23% | -$368K | 0.02% | 215 |
|
|
2022
Q3 | $1.7M | Buy |
83,250
+3,200
| +4% | +$65.3K | 0.04% | 181 |
|
|
2022
Q2 | $1.77M | Buy |
80,050
+12,336
| +18% | +$272K | 0.04% | 176 |
|
|
2022
Q1 | $1.58M | Buy |
67,714
+300
| +0.4% | +$6.99K | 0.03% | 195 |
|
|
2021
Q4 | $1.78M | Buy |
+67,414
| New | +$1.78M | 0.03% | 189 |
|