BWA
BDO Wealth Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $17.5K | Buy |
60
+25
| +71% | +$7.3K | ﹤0.01% | 597 |
|
|
2023
Q1 | $10.6K | Hold |
35
| – | – | ﹤0.01% | 692 |
|
|
2022
Q4 | $9.81K | Hold |
35
| – | – | ﹤0.01% | 684 |
|
|
2022
Q3 | $10K | Sell |
35
-40
| -53% | -$11.4K | ﹤0.01% | 711 |
|
|
2022
Q2 | $23K | Sell |
75
-10
| -12% | -$3.07K | ﹤0.01% | 533 |
|
|
2022
Q1 | $33K | Hold |
85
| – | – | ﹤0.01% | 503 |
|
|
2021
Q4 | $32K | Buy |
85
+50
| +143% | +$18.8K | ﹤0.01% | 532 |
|
|
2021
Q3 | $10K | Hold |
35
| – | – | ﹤0.01% | 730 |
|
|
2021
Q2 | $11K | Hold |
35
| – | – | ﹤0.01% | 736 |
|
|
2021
Q1 | $9K | Buy |
+35
| New | +$9K | ﹤0.01% | 754 |
|
|
2018
Q3 | – | Sell |
-2
| Closed | – | – | 653 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 680 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 603 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 504 |
|