Glassman Wealth Services’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-255
| Closed | -$77.8K | – | 1416 |
|
|
2023
Q4 | $77.8K | Buy |
255
+73
| +40% | +$19.4K | 0.01% | 346 |
|
|
2023
Q3 | $48K | Sell |
182
-95
| -34% | -$26.6K | 0.01% | 435 |
|
|
2023
Q2 | $80.9K | Buy |
277
+16
| +6% | +$4.66K | 0.01% | 303 |
|
|
2023
Q1 | $78.9K | Buy |
261
+19
| +8% | +$5.59K | 0.01% | 299 |
|
|
2022
Q4 | $67.8K | Sell |
242
-41
| -14% | -$12K | 0.01% | 347 |
|
|
2022
Q3 | $83K | Buy |
283
+47
| +20% | +$15.3K | 0.02% | 278 |
|
|
2022
Q2 | $74K | Sell |
236
-12
| -5% | -$4.16K | 0.02% | 316 |
|
|
2022
Q1 | $97K | Buy |
248
+42
| +20% | +$15.2K | 0.02% | 264 |
|
|
2021
Q4 | $77K | Buy |
206
+29
| +16% | +$9.69K | 0.01% | 293 |
|
|
2021
Q3 | $53K | Buy |
177
+5
| +3% | +$1.57K | 0.01% | 349 |
|
|
2021
Q2 | $52K | Buy |
172
+3
| +2% | +$841 | 0.01% | 345 |
|
|
2021
Q1 | $42K | Buy |
169
+65
| +63% | +$15.1K | 0.01% | 355 |
|
|
2020
Q4 | $24K | Buy |
104
+31
| +42% | +$7.11K | 0.01% | 485 |
|
|
2020
Q3 | $16K | Buy |
73
+37
| +103% | +$7.56K | ﹤0.01% | 494 |
|
|
2020
Q2 | $7K | Buy |
36
+1
| +3% | +$193 | ﹤0.01% | 563 |
|
|
2020
Q1 | $7K | Sell |
35
-16
| -31% | -$3.43K | ﹤0.01% | 481 |
|
|
2019
Q4 | $11K | Buy |
51
+3
| +6% | +$666 | ﹤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 | +$95.8K | 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% | -$195 | ﹤0.01% | 656 |
|
|
2017
Q4 | $1K | Buy |
+4
| New | +$845 | ﹤0.01% | 606 |
|
Other funds holding PSA
