Darwin Wealth Management’s Public Storage PSA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,119
Closed -$910K 172
2022
Q3
$910K Sell
3,119
-100
-3% -$29.2K 0.23% 81
2022
Q2
$1.03M Buy
3,219
+106
+3% +$34K 0.21% 86
2022
Q1
$1.22M Buy
+3,113
New +$1.22M 0.2% 84
2020
Q2
Sell
-333
Closed -$66K 606
2020
Q1
$66K Buy
+333
New +$66K 0.02% 204