Capital Asset Advisory Services’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 |
-695
| Closed | -$242K | – | 324 |
|
|
2024
Q3 | $242K | Buy |
+695
| New | +$242K | 0.01% | 285 |
|
|
2022
Q1 | – | Sell |
-2,043
| Closed | -$765K | – | 618 |
|
|
2021
Q4 | $765K | Sell |
2,043
-31
| -1% | -$11.6K | 0.08% | 182 |
|
|
2021
Q3 | $616K | Buy |
+2,074
| New | +$616K | 0.07% | 215 |
|
|
2021
Q1 | – | Sell |
-277
| Closed | -$64K | – | 1295 |
|
|
2020
Q4 | $64K | Buy |
+277
| New | +$64K | 0.01% | 556 |
|