Dakota Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-596
| Closed | -$217K | – | 783 |
|
|
2024
Q3 | $217K | Buy |
+596
| New | +$217K | ﹤0.01% | 662 |
|
|
2024
Q1 | – | Sell |
-1,381
| Closed | -$421K | – | 767 |
|
|
2023
Q4 | $421K | Sell |
1,381
-1,976
| -59% | -$603K | 0.02% | 449 |
|
|
2023
Q3 | $885K | Hold |
3,357
| – | – | 0.04% | 305 |
|
|
2023
Q2 | $980K | Hold |
3,357
| – | – | 0.05% | 258 |
|
|
2023
Q1 | $1.01M | Hold |
3,357
| – | – | 0.07% | 232 |
|
|
2022
Q4 | $941K | Buy |
3,357
+4
| +0.1% | +$1.12K | 0.07% | 229 |
|
|
2022
Q3 | $982K | Hold |
3,353
| – | – | 0.08% | 214 |
|
|
2022
Q2 | $1.05M | Sell |
3,353
-1
| -0% | -$313 | 0.1% | 184 |
|
|
2022
Q1 | $1.31M | Buy |
3,354
+350
| +12% | +$137K | 0.11% | 176 |
|
|
2021
Q4 | $1.13M | Buy |
3,004
+1
| +0% | +$375 | 0.12% | 151 |
|
|
2021
Q3 | $892K | Buy |
3,003
+3
| +0.1% | +$891 | 0.1% | 166 |
|
|
2021
Q2 | $902K | Hold |
3,000
| – | – | 0.11% | 161 |
|
|
2021
Q1 | $740K | Sell |
3,000
-718
| -19% | -$177K | 0.1% | 169 |
|
|
2020
Q4 | $859K | Buy |
3,718
+718
| +24% | +$166K | 0.11% | 158 |
|
|
2020
Q3 | $668K | Buy |
+3,000
| New | +$668K | 0.11% | 144 |
|