BOK Financial Private 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 |
-142
| Closed | -$51.7K | – | 685 |
|
|
2024
Q3 | $51.7K | Buy |
+142
| New | +$51.7K | ﹤0.01% | 256 |
|
|
2022
Q3 | – | Sell |
-85
| Closed | -$27K | – | 394 |
|
|
2022
Q2 | $27K | Sell |
85
-570
| -87% | -$181K | ﹤0.01% | 295 |
|
|
2022
Q1 | $256K | Buy |
655
+102
| +18% | +$39.9K | 0.02% | 263 |
|
|
2021
Q4 | $207K | Buy |
+553
| New | +$207K | 0.01% | 291 |
|