Financial Synergies Wealth Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$841 | – | 542 |
|
|
2023
Q4 | $841 | Hold |
3
| – | – | ﹤0.01% | 346 |
|
|
2023
Q3 | $791 | Hold |
3
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $876 | Hold |
3
| – | – | ﹤0.01% | 391 |
|
|
2023
Q1 | $907 | Hold |
3
| – | – | ﹤0.01% | 385 |
|
|
2022
Q4 | $841 | Hold |
3
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $879 | Hold |
3
| – | – | ﹤0.01% | 313 |
|
|
2022
Q2 | $939 | Buy |
+3
| New | +$939 | ﹤0.01% | 316 |
|