CW
Connectus Wealth’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,923
| Closed | -$1.59M | – | 532 |
|
|
2023
Q3 | $1.59M | Sell |
5,923
-8,876
| -60% | -$2.38M | 0.04% | 281 |
|
|
2023
Q2 | $4.34M | Buy |
14,799
+4,149
| +39% | +$1.22M | 0.1% | 151 |
|
|
2023
Q1 | $3.23M | Buy |
+10,650
| New | +$3.23M | 0.08% | 179 |
|
|
2022
Q2 | – | Sell |
-3,227
| Closed | -$1.21M | – | 465 |
|
|
2022
Q1 | $1.21M | Buy |
+3,227
| New | +$1.21M | 0.04% | 216 |
|