GoalVest Advisory’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3
| Closed | -$906 | – | 407 |
|
|
2023
Q1 | $906 | Buy |
+3
| New | +$906 | ﹤0.01% | 237 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 493 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 483 |
|
|
2021
Q1 | – | Sell |
-2,779
| Closed | -$642K | – | 221 |
|
|
2020
Q4 | $642K | Buy |
+2,779
| New | +$642K | 0.54% | 58 |
|