Freestone Capital Holdings’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-752
| Closed | -$235K | – | 425 |
|
|
2022
Q2 | $235K | Sell |
752
-1,046
| -58% | -$327K | 0.01% | 365 |
|
|
2022
Q1 | $702K | Buy |
1,798
+682
| +61% | +$266K | 0.03% | 293 |
|
|
2021
Q4 | $418K | Buy |
1,116
+178
| +19% | +$66.7K | 0.02% | 341 |
|
|
2021
Q3 | $279K | Buy |
938
+50
| +6% | +$14.9K | 0.01% | 360 |
|
|
2021
Q2 | $267K | Buy |
+888
| New | +$267K | 0.01% | 365 |
|
|
2021
Q1 | – | Sell |
-765
| Closed | -$177K | – | 930 |
|
|
2020
Q4 | $177K | Hold |
765
| – | – | 0.01% | 364 |
|
|
2020
Q3 | $170K | Sell |
765
-637
| -45% | -$142K | 0.01% | 346 |
|
|
2020
Q2 | $269 | Buy |
+1,402
| New | +$269 | ﹤0.01% | 294 |
|
|
2013
Q4 | – | Sell |
-13,700
| Closed | -$1.91M | – | 346 |
|
|
2013
Q3 | $1.91M | Buy |
+13,700
| New | +$1.91M | 0.34% | 50 |
|