Bartlett & Co’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 | $411K | Sell |
1,336
-550
| -29% | -$169K | 0.01% | 369 |
|
|
2023
Q3 | $497K | Hold |
1,886
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $550K | Hold |
1,886
| – | – | 0.01% | 334 |
|
|
2023
Q1 | $570K | Sell |
1,886
-14
| -0.7% | -$4.23K | 0.01% | 276 |
|
|
2022
Q4 | $532K | Hold |
1,900
| – | – | 0.01% | 283 |
|
|
2022
Q3 | $556K | Sell |
1,900
-2
| -0.1% | -$585 | 0.01% | 269 |
|
|
2022
Q2 | $595K | Sell |
1,902
-73
| -4% | -$22.8K | 0.01% | 261 |
|
|
2022
Q1 | $771K | Sell |
1,975
-75
| -4% | -$29.3K | 0.01% | 247 |
|
|
2021
Q4 | $768K | Buy |
2,050
+311
| +18% | +$117K | 0.01% | 249 |
|
|
2021
Q3 | $517K | Hold |
1,739
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $523K | Hold |
1,739
| – | – | 0.01% | 256 |
|
|
2021
Q1 | $429K | Sell |
1,739
-2,550
| -59% | -$629K | 0.01% | 276 |
|
|
2020
Q4 | $990K | Sell |
4,289
-1,300
| -23% | -$300K | 0.02% | 201 |
|
|
2020
Q3 | $1.25M | Sell |
5,589
-250
| -4% | -$55.7K | 0.03% | 187 |
|
|
2020
Q2 | $1.12M | Sell |
5,839
-7,675
| -57% | -$1.47M | 0.03% | 193 |
|
|
2020
Q1 | $2.68M | Buy |
+13,514
| New | +$2.68M | 0.08% | 140 |
|
|
2019
Q3 | $4.07M | Buy |
16,609
+16,595
| +118,536% | +$4.07M | 0.11% | 127 |
|
|
2019
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 655 |
|
|
2019
Q1 | $3K | Sell |
14
-100
| -88% | -$21.4K | ﹤0.01% | 637 |
|
|
2018
Q4 | $23K | Hold |
114
| – | – | ﹤0.01% | 506 |
|
|
2018
Q3 | $23K | Buy |
114
+100
| +714% | +$20.2K | ﹤0.01% | 525 |
|
|
2018
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 659 |
|
|
2018
Q1 | $3K | Sell |
14
-153
| -92% | -$32.8K | ﹤0.01% | 681 |
|
|
2017
Q4 | $35K | Buy |
+167
| New | +$35K | ﹤0.01% | 469 |
|
|
2013
Q4 | – | Sell |
-7
| Closed | -$1K | – | 763 |
|
|
2013
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 789 |
|