Charter Oak Capital Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-307
| Closed | -$96K | – | 687 |
|
|
2022
Q2 | $96K | Sell |
307
-16
| -5% | -$5K | 0.01% | 248 |
|
|
2022
Q1 | $126K | Hold |
323
| – | – | 0.02% | 229 |
|
|
2021
Q4 | $121K | Buy |
323
+232
| +255% | +$86.9K | 0.01% | 233 |
|
|
2021
Q3 | $27K | Hold |
91
| – | – | ﹤0.01% | 414 |
|
|
2021
Q2 | $27K | Hold |
91
| – | – | ﹤0.01% | 402 |
|
|
2021
Q1 | $22K | Hold |
91
| – | – | ﹤0.01% | 426 |
|
|
2020
Q4 | $21K | Buy |
+91
| New | +$21K | ﹤0.01% | 406 |
|