DFPG Investments’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.05M | Buy |
3,465
+1,884
| +119% | +$571K | 0.08% | 225 |
|
|
2023
Q3 | $390K | Buy |
1,581
+13
| +0.8% | +$3.21K | 0.04% | 409 |
|
|
2023
Q2 | $459K | Buy |
1,568
+748
| +91% | +$219K | 0.04% | 395 |
|
|
2023
Q1 | $248K | Sell |
820
-7
| -0.8% | -$2.12K | 0.03% | 470 |
|
|
2022
Q4 | $243K | Buy |
827
+125
| +18% | +$36.7K | 0.04% | 394 |
|
|
2022
Q3 | $205K | Hold |
702
| – | – | 0.09% | 162 |
|
|
2022
Q2 | $217K | Hold |
702
| – | – | 0.09% | 142 |
|
|
2022
Q1 | $288K | Hold |
702
| – | – | 0.11% | 121 |
|
|
2021
Q4 | $247K | Buy |
+702
| New | +$247K | 0.1% | 141 |
|