DA
DCM Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,235
| Closed | -$362K | – | 151 |
|
|
2022
Q3 | $362K | Sell |
1,235
-3,463
| -74% | -$1.01M | 0.18% | 127 |
|
|
2022
Q2 | $1.47M | Sell |
4,698
-507
| -10% | -$159K | 0.64% | 43 |
|
|
2022
Q1 | $2.03M | Sell |
5,205
-728
| -12% | -$284K | 0.72% | 37 |
|
|
2021
Q4 | $2.22M | Buy |
5,933
+405
| +7% | +$152K | 0.66% | 36 |
|
|
2021
Q3 | $1.64M | Sell |
5,528
-610
| -10% | -$181K | 0.63% | 36 |
|
|
2021
Q2 | $1.85M | Buy |
6,138
+1,138
| +23% | +$342K | 1.05% | 13 |
|
|
2021
Q1 | $1.23M | Buy |
+5,000
| New | +$1.23M | 0.72% | 40 |
|