Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-714
| Closed | -$267K | – | 208 |
|
|
2021
Q4 | $267K | Buy |
+714
| New | +$267K | 0.01% | 178 |
|
|
2019
Q3 | – | Sell |
-332
| Closed | -$79K | – | 411 |
|
|
2019
Q2 | $79K | Hold |
332
| – | – | ﹤0.01% | 215 |
|
|
2019
Q1 | $72K | Hold |
332
| – | – | ﹤0.01% | 222 |
|
|
2018
Q4 | $67K | Hold |
332
| – | – | ﹤0.01% | 227 |
|
|
2018
Q3 | $67K | Sell |
332
-33
| -9% | -$6.66K | ﹤0.01% | 251 |
|
|
2018
Q2 | $83K | Sell |
365
-30
| -8% | -$6.82K | 0.01% | 207 |
|
|
2018
Q1 | $79K | Buy |
+395
| New | +$79K | ﹤0.01% | 210 |
|