Bison Wealth’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-559
| Closed | -$203K | – | 397 |
|
|
2024
Q3 | $203K | Sell |
559
-140
| -20% | -$50.9K | 0.03% | 397 |
|
|
2024
Q2 | $203K | Hold |
699
| – | – | 0.03% | 395 |
|
|
2024
Q1 | $203K | Sell |
699
-16
| -2% | -$4.64K | 0.03% | 396 |
|
|
2023
Q4 | $218K | Buy |
+715
| New | +$218K | 0.04% | 366 |
|
|
2023
Q3 | – | Sell |
-760
| Closed | -$222K | – | 402 |
|
|
2023
Q2 | $222K | Buy |
+760
| New | +$222K | 0.04% | 342 |
|
|
2023
Q1 | – | Sell |
-690
| Closed | -$206K | – | 265 |
|
|
2022
Q4 | $206K | Buy |
+690
| New | +$206K | 0.07% | 252 |
|