Gladstone Institutional Advisory’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 |
-889
| Closed | -$271K | – | 693 |
|
|
2023
Q4 | $271K | Buy |
889
+28
| +3% | +$8.54K | 0.02% | 548 |
|
|
2023
Q3 | $227K | Sell |
861
-47
| -5% | -$12.4K | 0.01% | 553 |
|
|
2023
Q2 | $265K | Buy |
908
+7
| +0.8% | +$2.04K | 0.02% | 539 |
|
|
2023
Q1 | $272K | Buy |
901
+21
| +2% | +$6.35K | 0.02% | 551 |
|
|
2022
Q4 | $247K | Buy |
+880
| New | +$247K | 0.02% | 552 |
|