FP
Fiduciary Planning’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,484
| Closed | -$556K | – | 47 |
|
|
2021
Q4 | $556K | Sell |
1,484
-2,338
| -61% | -$876K | 0.31% | 33 |
|
|
2021
Q3 | $1.14M | Sell |
3,822
-188
| -5% | -$55.9K | 0.6% | 21 |
|
|
2021
Q2 | $1.21M | Sell |
4,010
-1,778
| -31% | -$535K | 1.04% | 23 |
|
|
2021
Q1 | $1.43M | Buy |
5,788
+255
| +5% | +$62.9K | 2.16% | 19 |
|
|
2020
Q4 | $1.28M | Buy |
5,533
+408
| +8% | +$94.2K | 1.8% | 28 |
|
|
2020
Q3 | $1.14M | Buy |
5,125
+594
| +13% | +$132K | 1.88% | 25 |
|
|
2020
Q2 | $906K | Buy |
+4,531
| New | +$906K | 1.99% | 23 |
|
|
2020
Q1 | – | Sell |
-1,057
| Closed | -$237K | – | 65 |
|
|
2019
Q4 | $237K | Buy |
+1,057
| New | +$237K | 0.22% | 52 |
|