Focused 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
Q1 | – | Sell |
-106
| Closed | -$32.3K | – | 717 |
|
|
2023
Q4 | $32.3K | Hold |
106
| – | – | 0.01% | 369 |
|
|
2023
Q3 | $27.9K | Buy |
106
+6
| +6% | +$1.58K | ﹤0.01% | 366 |
|
|
2023
Q2 | $29.2K | Buy |
+100
| New | +$29.2K | 0.01% | 366 |
|
|
2021
Q4 | – | Sell |
-740
| Closed | -$220K | – | 1014 |
|
|
2021
Q3 | $220K | Buy |
740
+240
| +48% | +$71.4K | 0.04% | 155 |
|
|
2021
Q2 | $150K | Buy |
+500
| New | +$150K | 0.02% | 213 |
|
|
2016
Q4 | – | Sell |
-906
| Closed | -$202K | – | 725 |
|
|
2016
Q3 | $202K | Buy |
906
+6
| +0.7% | +$1.34K | 0.09% | 141 |
|
|
2016
Q2 | $230K | Buy |
+900
| New | +$230K | 0.11% | 124 |
|