Concord Wealth Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-258
| Closed | -$74.8K | – | 903 |
|
|
2024
Q1 | $74.8K | Hold |
258
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $78.7K | Hold |
258
| – | – | 0.02% | 304 |
|
|
2023
Q3 | $68K | Hold |
258
| – | – | 0.01% | 332 |
|
|
2023
Q2 | $75.3K | Hold |
258
| – | – | 0.02% | 306 |
|
|
2023
Q1 | $78K | Hold |
258
| – | – | 0.02% | 282 |
|
|
2022
Q4 | $72.3K | Buy |
+258
| New | +$72.3K | 0.02% | 303 |
|
|
2022
Q3 | – | Sell |
-333
| Closed | -$104K | – | 876 |
|
|
2022
Q2 | $104K | Hold |
333
| – | – | 0.03% | 259 |
|
|
2022
Q1 | $130K | Buy |
333
+62
| +23% | +$24.2K | 0.03% | 256 |
|
|
2021
Q4 | $102K | Buy |
+271
| New | +$102K | 0.03% | 307 |
|
|
2021
Q3 | – | Sell |
-258
| Closed | -$78K | – | 1002 |
|
|
2021
Q2 | $78K | Sell |
258
-4
| -2% | -$1.21K | 0.02% | 275 |
|
|
2021
Q1 | $65K | Buy |
262
+4
| +2% | +$992 | 0.02% | 293 |
|
|
2020
Q4 | $60K | Buy |
+258
| New | +$60K | 0.05% | 183 |
|