CWP
Curated Wealth Partners’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-820
| Closed | -$306K | – | 156 |
|
|
2022
Q1 | $306K | Hold |
820
| – | – | 0.1% | 108 |
|
|
2021
Q4 | $306K | Buy |
820
+2
| +0.2% | +$746 | 0.1% | 111 |
|
|
2021
Q3 | $243K | Buy |
818
+4
| +0.5% | +$1.19K | 0.14% | 123 |
|
|
2021
Q2 | $245K | Buy |
+814
| New | +$245K | 0.13% | 127 |
|