CWC
Carolinas Wealth Consulting’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-250
| Closed | -$74.8K | – | 712 |
|
|
2025
Q1 | $74.8K | Buy |
250
+3
| +1% | +$898 | 0.02% | 289 |
|
|
2024
Q4 | $73.8K | Sell |
247
-1
| -0.4% | -$299 | 0.01% | 304 |
|
|
2024
Q3 | $90K | Buy |
248
+5
| +2% | +$1.81K | 0.02% | 281 |
|
|
2024
Q2 | $69.7K | Buy |
243
+3
| +1% | +$861 | 0.01% | 322 |
|
|
2024
Q1 | $69.6K | Buy |
240
+3
| +1% | +$870 | 0.01% | 329 |
|
|
2023
Q4 | $72.1K | Buy |
237
+3
| +1% | +$913 | 0.02% | 285 |
|
|
2023
Q3 | $55.9K | Sell |
234
-64
| -21% | -$15.3K | 0.01% | 302 |
|
|
2023
Q2 | $87.1K | Buy |
298
+3
| +1% | +$876 | 0.02% | 279 |
|
|
2023
Q1 | $89.2K | Buy |
295
+3
| +1% | +$907 | 0.02% | 278 |
|
|
2022
Q4 | $81.9K | Buy |
292
+71
| +32% | +$19.9K | 0.02% | 290 |
|
|
2022
Q3 | $65K | Buy |
221
+8
| +4% | +$2.35K | 0.02% | 294 |
|
|
2022
Q2 | $67K | Buy |
213
+1
| +0.5% | +$315 | 0.02% | 296 |
|
|
2022
Q1 | $83K | Sell |
212
-58
| -21% | -$22.7K | 0.02% | 277 |
|
|
2021
Q4 | $101K | Buy |
270
+17
| +7% | +$6.36K | 0.02% | 261 |
|
|
2021
Q3 | $75K | Sell |
253
-166
| -40% | -$49.2K | 0.02% | 276 |
|
|
2021
Q2 | $126K | Buy |
419
+1
| +0.2% | +$301 | 0.03% | 233 |
|
|
2021
Q1 | $103K | Buy |
418
+5
| +1% | +$1.23K | 0.03% | 253 |
|
|
2020
Q4 | $95K | Buy |
413
+253
| +158% | +$58.2K | 0.03% | 241 |
|
|
2020
Q3 | $36K | Buy |
+160
| New | +$36K | 0.01% | 327 |
|