Ergoteles’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-19,020
| Closed | -$5.55M | – | 642 |
|
2023
Q2 | $5.55M | Buy |
+19,020
| New | +$5.55M | 0.27% | 95 |
|
2023
Q1 | – | Sell |
-13,064
| Closed | -$3.66M | – | 1664 |
|
2022
Q4 | $3.66M | Buy |
+13,064
| New | +$3.66M | 0.13% | 154 |
|
2022
Q3 | – | Sell |
-16,134
| Closed | -$5.05M | – | 1890 |
|
2022
Q2 | $5.05M | Buy |
16,134
+9,486
| +143% | +$2.97M | 0.15% | 148 |
|
2022
Q1 | $2.6M | Buy |
6,648
+3,114
| +88% | +$1.22M | 0.1% | 216 |
|
2021
Q4 | $1.32M | Buy |
3,534
+970
| +38% | +$363K | 0.05% | 351 |
|
2021
Q3 | $762K | Buy |
+2,564
| New | +$762K | 0.03% | 457 |
|
2021
Q1 | – | Sell |
-4,587
| Closed | -$1.06M | – | 1002 |
|
2020
Q4 | $1.06M | Buy |
+4,587
| New | +$1.06M | 0.04% | 323 |
|