BCWM
Bartlett & Co Wealth Management’s Public Storage Depositary Shares Each Representing 1/1,000 of a 3.950% Cumulative Preferred Share of Beneficial Interest, Series Q PSA.PRQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-600
| Closed | -$10.6K | – | 1193 |
|
|
2023
Q4 | $10.6K | Hold |
600
| – | – | ﹤0.01% | 991 |
|
|
2023
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 929 |
|
|
2023
Q2 | $11.1K | Hold |
600
| – | – | ﹤0.01% | 911 |
|
|
2023
Q1 | $10.9K | Sell |
600
-8,200
| -93% | -$148K | ﹤0.01% | 811 |
|
|
2022
Q4 | $144K | Buy |
8,800
+8,200
| +1,367% | +$135K | ﹤0.01% | 422 |
|
|
2022
Q3 | $9.88K | Hold |
600
| – | – | ﹤0.01% | 823 |
|
|
2022
Q2 | $10.9K | Sell |
600
-13,250
| -96% | -$242K | ﹤0.01% | 850 |
|
|
2022
Q1 | $282K | Buy |
+13,850
| New | +$282K | ﹤0.01% | 351 |
|