Donoghue Forlines’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,801
| Closed | -$1.02M | – | 235 |
|
|
2024
Q3 | $1.02M | Sell |
2,801
-16
| -0.6% | -$5.82K | 0.29% | 115 |
|
|
2024
Q2 | $810K | Buy |
2,817
+393
| +16% | +$113K | 0.23% | 98 |
|
|
2024
Q1 | $703K | Sell |
2,424
-359
| -13% | -$104K | 0.2% | 107 |
|
|
2023
Q4 | $849K | Buy |
2,783
+192
| +7% | +$58.6K | 0.27% | 93 |
|
|
2023
Q3 | $683K | Buy |
2,591
+819
| +46% | +$216K | 0.24% | 135 |
|
|
2023
Q2 | $517K | Buy |
+1,772
| New | +$517K | 0.16% | 123 |
|
|
2023
Q1 | – | Sell |
-2,839
| Closed | -$795K | – | 254 |
|
|
2022
Q4 | $795K | Sell |
2,839
-631
| -18% | -$177K | 0.28% | 128 |
|
|
2022
Q3 | $1.02M | Sell |
3,470
-98
| -3% | -$28.7K | 0.37% | 38 |
|
|
2022
Q2 | $1.12M | Sell |
3,568
-200
| -5% | -$62.6K | 0.29% | 74 |
|
|
2022
Q1 | $1.47M | Buy |
3,768
+635
| +20% | +$248K | 0.32% | 73 |
|
|
2021
Q4 | $1.17M | Buy |
+3,133
| New | +$1.17M | 0.2% | 101 |
|