Financial Architects (New Jersey)’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,053
| Closed | -$394K | – | 356 |
|
|
2021
Q4 | $394K | Sell |
1,053
-153
| -13% | -$57.2K | 0.05% | 233 |
|
|
2021
Q3 | $358K | Buy |
1,206
+66
| +6% | +$19.6K | 0.05% | 238 |
|
|
2021
Q2 | $343K | Buy |
+1,140
| New | +$343K | 0.05% | 249 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$19K | – | 632 |
|
|
2020
Q2 | $19K | Hold |
100
| – | – | ﹤0.01% | 548 |
|
|
2020
Q1 | $20K | Hold |
100
| – | – | 0.01% | 514 |
|
|
2019
Q4 | $21K | Hold |
100
| – | – | ﹤0.01% | 571 |
|
|
2019
Q3 | $25K | Hold |
100
| – | – | 0.01% | 546 |
|
|
2019
Q2 | $24K | Hold |
100
| – | – | ﹤0.01% | 587 |
|
|
2019
Q1 | $22K | Hold |
100
| – | – | ﹤0.01% | 763 |
|
|
2018
Q4 | $20K | Sell |
100
-20
| -17% | -$4K | ﹤0.01% | 716 |
|
|
2018
Q3 | $24K | Sell |
120
-128
| -52% | -$25.6K | ﹤0.01% | 754 |
|
|
2018
Q2 | $57K | Sell |
248
-6
| -2% | -$1.38K | 0.01% | 530 |
|
|
2018
Q1 | $51K | Buy |
254
+36
| +17% | +$7.23K | 0.01% | 535 |
|
|
2017
Q4 | $46K | Sell |
218
-45
| -17% | -$9.5K | 0.01% | 626 |
|
|
2017
Q3 | $56K | Buy |
263
+84
| +47% | +$17.9K | 0.01% | 589 |
|
|
2017
Q2 | $37K | Buy |
179
+79
| +79% | +$16.3K | 0.01% | 686 |
|
|
2017
Q1 | $22K | Hold |
100
| – | – | ﹤0.01% | 822 |
|
|
2016
Q4 | $22K | Sell |
100
-632
| -86% | -$139K | 0.01% | 809 |
|
|
2016
Q3 | $163K | Sell |
732
-1
| -0.1% | -$223 | 0.04% | 297 |
|
|
2016
Q2 | $188K | Buy |
733
+586
| +399% | +$150K | 0.05% | 255 |
|
|
2016
Q1 | $41K | Buy |
+147
| New | +$41K | 0.01% | 428 |
|
|
2015
Q3 | – | Sell |
-604
| Closed | -$32K | – | 718 |
|
|
2015
Q2 | $32K | Buy |
604
+500
| +481% | +$26.5K | 0.01% | 515 |
|
|
2015
Q1 | $21K | Hold |
104
| – | – | 0.01% | 567 |
|
|
2014
Q4 | $19K | Buy |
104
+4
| +4% | +$731 | 0.01% | 544 |
|
|
2014
Q3 | $17K | Hold |
100
| – | – | 0.01% | 501 |
|
|
2014
Q2 | $17K | Buy |
+100
| New | +$17K | 0.01% | 533 |
|