BFA
BBJS Financial Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $291K | Sell |
799
-30
| -4% | -$10.9K | 0.1% | 40 |
|
|
2024
Q2 | $238K | Sell |
829
-2,761
| -77% | -$794K | 0.09% | 42 |
|
|
2024
Q1 | $1.04M | Buy |
3,590
+694
| +24% | +$201K | 0.37% | 32 |
|
|
2023
Q4 | $883K | Buy |
2,896
+405
| +16% | +$124K | 0.31% | 33 |
|
|
2023
Q3 | $656K | Buy |
2,491
+24
| +1% | +$6.33K | 0.25% | 39 |
|
|
2023
Q2 | $720K | Buy |
2,467
+312
| +14% | +$91.1K | 0.29% | 39 |
|
|
2023
Q1 | $651K | Buy |
2,155
+497
| +30% | +$150K | 0.27% | 34 |
|
|
2022
Q4 | $465K | Buy |
+1,658
| New | +$465K | 0.21% | 45 |
|