FourThought Financial Partners’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-550
Closed -$200K 326
2024
Q3
$200K Buy
+550
New +$200K 0.02% 171
2023
Q3
Sell
-755
Closed -$221K 327
2023
Q2
$221K Buy
755
+22
+3% +$6.43K 0.03% 305
2023
Q1
$222K Buy
733
+3
+0.4% +$907 0.03% 292
2022
Q4
$205K Buy
+730
New +$205K 0.03% 303