Glassman Wealth Services’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 |
-255
| Closed | -$77.8K | – | 1416 |
|
|
2023
Q4 | $77.8K | Buy |
255
+73
| +40% | +$22.3K | 0.01% | 346 |
|
|
2023
Q3 | $48K | Sell |
182
-95
| -34% | -$25K | 0.01% | 435 |
|
|
2023
Q2 | $80.9K | Buy |
277
+16
| +6% | +$4.67K | 0.01% | 303 |
|
|
2023
Q1 | $78.9K | Buy |
261
+19
| +8% | +$5.74K | 0.01% | 299 |
|
|
2022
Q4 | $67.8K | Sell |
242
-41
| -14% | -$11.5K | 0.01% | 347 |
|
|
2022
Q3 | $83K | Buy |
283
+47
| +20% | +$13.8K | 0.02% | 278 |
|
|
2022
Q2 | $74K | Sell |
236
-12
| -5% | -$3.76K | 0.02% | 316 |
|
|
2022
Q1 | $97K | Buy |
248
+42
| +20% | +$16.4K | 0.02% | 264 |
|
|
2021
Q4 | $77K | Buy |
206
+29
| +16% | +$10.8K | 0.01% | 293 |
|
|
2021
Q3 | $53K | Buy |
177
+5
| +3% | +$1.5K | 0.01% | 349 |
|
|
2021
Q2 | $52K | Buy |
172
+3
| +2% | +$907 | 0.01% | 345 |
|
|
2021
Q1 | $42K | Buy |
169
+65
| +63% | +$16.2K | 0.01% | 355 |
|
|
2020
Q4 | $24K | Buy |
104
+31
| +42% | +$7.15K | 0.01% | 485 |
|
|
2020
Q3 | $16K | Buy |
73
+37
| +103% | +$8.11K | ﹤0.01% | 494 |
|
|
2020
Q2 | $7K | Buy |
36
+1
| +3% | +$194 | ﹤0.01% | 563 |
|
|
2020
Q1 | $7K | Sell |
35
-16
| -31% | -$3.2K | ﹤0.01% | 481 |
|
|
2019
Q4 | $11K | Buy |
51
+3
| +6% | +$647 | ﹤0.01% | 469 |
|
|
2019
Q3 | $12K | Hold |
48
| – | – | ﹤0.01% | 425 |
|
|
2019
Q2 | $11K | Sell |
48
-410
| -90% | -$94K | ﹤0.01% | 446 |
|
|
2019
Q1 | $100K | Buy |
+458
| New | +$100K | 0.04% | 162 |
|
|
2018
Q4 | – | Sell |
-3
| Closed | -$1K | – | 941 |
|
|
2018
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 726 |
|
|
2018
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 714 |
|
|
2018
Q1 | $1K | Sell |
3
-1
| -25% | -$333 | ﹤0.01% | 656 |
|
|
2017
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 606 |
|