CIC Wealth’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $982K | Buy |
2,698
+56
| +2% | +$20.4K | 0.25% | 74 |
|
|
2024
Q2 | $760K | Sell |
2,642
-206
| -7% | -$59.3K | 0.21% | 79 |
|
|
2024
Q1 | $826K | Sell |
2,848
-174
| -6% | -$50.5K | 0.24% | 75 |
|
|
2023
Q4 | $922K | Sell |
3,022
-372
| -11% | -$113K | 0.29% | 68 |
|
|
2023
Q3 | $894K | Sell |
3,394
-157
| -4% | -$41.4K | 0.32% | 64 |
|
|
2023
Q2 | $1.04M | Buy |
3,551
+716
| +25% | +$209K | 0.36% | 59 |
|
|
2023
Q1 | $857K | Buy |
2,835
+1
| +0% | +$302 | 0.32% | 65 |
|
|
2022
Q4 | $794K | Buy |
+2,834
| New | +$794K | 0.33% | 65 |
|