Burney Company’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 |
-610
| Closed | -$222K | – | 616 |
|
|
2024
Q3 | $222K | Buy |
+610
| New | +$222K | 0.01% | 576 |
|
|
2024
Q1 | – | Sell |
-876
| Closed | -$267K | – | 618 |
|
|
2023
Q4 | $267K | Buy |
+876
| New | +$267K | 0.01% | 514 |
|
|
2023
Q3 | – | Sell |
-696
| Closed | -$203K | – | 591 |
|
|
2023
Q2 | $203K | Sell |
696
-23
| -3% | -$6.72K | 0.01% | 555 |
|
|
2023
Q1 | $217K | Buy |
+719
| New | +$217K | 0.01% | 531 |
|
|
2022
Q4 | – | Sell |
-5,500
| Closed | -$1.61M | – | 564 |
|
|
2022
Q3 | $1.61M | Sell |
5,500
-5,441
| -50% | -$1.59M | 0.09% | 228 |
|
|
2022
Q2 | $3.42M | Buy |
10,941
+2,091
| +24% | +$654K | 0.18% | 148 |
|
|
2022
Q1 | $3.45M | Buy |
8,850
+5,577
| +170% | +$2.18M | 0.16% | 164 |
|
|
2021
Q4 | $1.23M | Buy |
+3,273
| New | +$1.23M | 0.05% | 297 |
|