Fairhaven 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.74M | Buy |
9,140
+71
| +0.8% | +$21.3K | 0.86% | 27 |
|
|
2024
Q3 | $3.3M | Buy |
9,069
+19
| +0.2% | +$6.91K | 1.01% | 23 |
|
|
2024
Q2 | $2.6M | Buy |
9,050
+152
| +2% | +$43.7K | 0.86% | 28 |
|
|
2024
Q1 | $2.58M | Sell |
8,898
-14
| -0.2% | -$4.06K | 0.89% | 27 |
|
|
2023
Q4 | $2.72M | Buy |
8,912
+1,225
| +16% | +$374K | 1% | 26 |
|
|
2023
Q3 | $2.03M | Buy |
7,687
+201
| +3% | +$53K | 0.81% | 31 |
|
|
2023
Q2 | $2.19M | Buy |
+7,486
| New | +$2.19M | 0.84% | 29 |
|
|
2022
Q4 | $1.84M | Buy |
+6,576
| New | +$1.84M | 0.78% | 33 |
|