Brandywine Oak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,042
| Closed | -$308K | – | 357 |
|
|
2021
Q3 | $308K | Hold |
1,042
| – | – | 0.04% | 245 |
|
|
2021
Q2 | $313K | Buy |
+1,042
| New | +$313K | 0.04% | 250 |
|
|
2020
Q4 | – | Sell |
-1,127
| Closed | -$251K | – | 276 |
|
|
2020
Q3 | $251K | Buy |
+1,127
| New | +$251K | 0.04% | 215 |
|
|
2020
Q2 | – | Sell |
-1,366
| Closed | -$275K | – | 264 |
|
|
2020
Q1 | $275K | Sell |
1,366
-10
| -0.7% | -$2.01K | 0.06% | 174 |
|
|
2019
Q4 | $293K | Buy |
1,376
+237
| +21% | +$50.5K | 0.05% | 184 |
|
|
2019
Q3 | $279K | Buy |
+1,139
| New | +$279K | 0.05% | 175 |
|