Concentric Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.54M | Sell |
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|
2024
Q2 | $3.6M | Buy |
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|
2024
Q1 | $3.5M | Buy |
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|
2023
Q4 | $3.55M | Buy |
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|
2023
Q3 | $2.87M | Buy |
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|
2023
Q2 | $3.15M | Buy |
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|
2023
Q1 | $3.12M | Buy |
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|
2022
Q4 | $2.86M | Buy |
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|
2022
Q3 | $2.96M | Buy |
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|
2022
Q2 | $3.12M | Buy |
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|
2022
Q1 | $3.85M | Buy |
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|
2021
Q4 | $3.68M | Buy |
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|
2021
Q3 | $2.9M | Buy |
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|
2021
Q2 | $2.84M | Buy |
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|
2021
Q1 | $2.31M | Buy |
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|
2020
Q4 | $1.99M | Buy |
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|
2020
Q3 | $1.75M | Buy |
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|
2020
Q2 | $1.5M | Buy |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $1.44M | Buy |
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|
2019
Q3 | $1.48M | Sell |
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|
2019
Q2 | $1.44M | Hold |
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|
2019
Q1 | $1.32M | Buy |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.27M | Buy |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $1.1M | Buy |
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|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $1.12M | Buy |
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|
2016
Q4 | $1.13M | Buy |
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