Baystate Wealth Management’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 | $18.4K | Hold |
60
| – | – | ﹤0.01% | 577 |
|
|
2023
Q3 | $15.9K | Hold |
60
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $17.6K | Buy |
60
+24
| +67% | +$7.02K | ﹤0.01% | 479 |
|
|
2023
Q1 | $11K | Buy |
36
+24
| +200% | +$7.36K | ﹤0.01% | 549 |
|
|
2022
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 751 |
|
|
2022
Q3 | $4K | Buy |
12
+1
| +9% | +$333 | ﹤0.01% | 668 |
|
|
2022
Q2 | $4K | Hold |
11
| – | – | ﹤0.01% | 690 |
|
|
2022
Q1 | $4K | Hold |
11
| – | – | ﹤0.01% | 687 |
|
|
2021
Q4 | $4K | Hold |
11
| – | – | ﹤0.01% | 683 |
|
|
2021
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 655 |
|
|
2021
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 622 |
|
|
2021
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 567 |
|
|
2020
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 540 |
|
|
2020
Q3 | $2K | Buy |
11
+1
| +10% | +$182 | ﹤0.01% | 546 |
|
|
2020
Q2 | $2K | Sell |
10
-1
| -9% | -$200 | ﹤0.01% | 558 |
|
|
2020
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 510 |
|
|
2019
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 534 |
|
|
2019
Q3 | $3K | Buy |
11
+1
| +10% | +$273 | ﹤0.01% | 458 |
|
|
2019
Q2 | $2K | Sell |
10
-25
| -71% | -$5K | ﹤0.01% | 500 |
|
|
2019
Q1 | $8K | Buy |
35
+25
| +250% | +$5.71K | ﹤0.01% | 405 |
|
|
2018
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 519 |
|
|
2018
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 533 |
|
|
2018
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 554 |
|
|
2018
Q1 | $2K | Sell |
10
-61
| -86% | -$12.2K | ﹤0.01% | 516 |
|
|
2017
Q4 | $14K | Hold |
71
| – | – | ﹤0.01% | 337 |
|
|
2017
Q3 | $15K | Buy |
71
+61
| +610% | +$12.9K | ﹤0.01% | 312 |
|
|
2017
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 509 |
|
|
2017
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 474 |
|