Cassady Schiller Wealth Management’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 | $2.99K | Buy |
+10
| New | +$2.99K | ﹤0.01% | 507 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$5.27K | – | 453 |
|
|
2023
Q3 | $5.27K | Hold |
20
| – | – | ﹤0.01% | 369 |
|
|
2023
Q2 | $5.84K | Buy |
+20
| New | +$5.84K | ﹤0.01% | 373 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$1K | – | 475 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 492 |
|