FinTrust Capital 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
Q3 | $214K | Buy |
589
+375
| +175% | +$136K | 0.04% | 299 |
|
2024
Q2 | $61.6K | Buy |
214
+175
| +449% | +$50.3K | 0.01% | 480 |
|
2024
Q1 | $11.3K | Sell |
39
-11
| -22% | -$3.19K | ﹤0.01% | 824 |
|
2023
Q4 | $15.3K | Hold |
50
| – | – | ﹤0.01% | 730 |
|
2023
Q3 | $13.2K | Buy |
+50
| New | +$13.2K | ﹤0.01% | 725 |
|
2019
Q2 | – | Sell |
-14
| Closed | -$3K | – | 1205 |
|
2019
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 1047 |
|
2018
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 1045 |
|