CWA
Clarus Wealth Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-533
| Closed | -$214K | – | 115 |
|
|
2022
Q1 | $214K | Buy |
+533
| New | +$214K | 0.13% | 99 |
|
|
2019
Q1 | – | Sell |
-226
| Closed | -$46K | – | 724 |
|
|
2018
Q4 | $46K | Hold |
226
| – | – | 0.07% | 270 |
|
|
2018
Q3 | $46K | Buy |
226
+4
| +2% | +$814 | 0.03% | 310 |
|
|
2018
Q2 | $44K | Buy |
+222
| New | +$44K | 0.03% | 305 |
|