Great Diamond Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,463
| Closed | -$714K | – | 225 |
|
|
2024
Q1 | $714K | Buy |
2,463
+30
| +1% | +$8.7K | 0.16% | 114 |
|
|
2023
Q4 | $742K | Buy |
2,433
+201
| +9% | +$61.3K | 0.18% | 112 |
|
|
2023
Q3 | $588K | Buy |
2,232
+2
| +0.1% | +$527 | 0.16% | 120 |
|
|
2023
Q2 | $651K | Buy |
2,230
+130
| +6% | +$37.9K | 0.17% | 110 |
|
|
2023
Q1 | $634K | Sell |
2,100
-232
| -10% | -$70.1K | 0.18% | 107 |
|
|
2022
Q4 | $653K | Buy |
2,332
+183
| +9% | +$51.3K | 0.2% | 102 |
|
|
2022
Q3 | $629K | Buy |
2,149
+298
| +16% | +$87.2K | 0.22% | 95 |
|
|
2022
Q2 | $578K | Buy |
1,851
+1,310
| +242% | +$409K | 0.19% | 101 |
|
|
2022
Q1 | $211K | Sell |
541
-6
| -1% | -$2.34K | 0.06% | 207 |
|
|
2021
Q4 | $204K | Buy |
+547
| New | +$204K | 0.05% | 212 |
|
|
2020
Q1 | – | Sell |
-523
| Closed | -$111K | – | 483 |
|
|
2019
Q4 | $111K | Buy |
+523
| New | +$111K | 0.04% | 212 |
|