Delos Wealth Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | -$576 | – | 323 |
|
|
2024
Q2 | $576 | Hold |
2
| – | – | ﹤0.01% | 291 |
|
|
2024
Q1 | $581 | Buy |
+2
| New | +$581 | ﹤0.01% | 291 |
|
|
2023
Q2 | – | Sell |
-26
| Closed | -$7.86K | – | 392 |
|
|
2023
Q1 | $7.86K | Hold |
26
| – | – | 0.01% | 142 |
|
|
2022
Q4 | $7.29K | Hold |
26
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $8K | Hold |
26
| – | – | 0.01% | 150 |
|
|
2022
Q2 | $8K | Buy |
+26
| New | +$8K | 0.01% | 152 |
|