GWM
GSB Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,248
| Closed | -$365K | – | 206 |
|
|
2022
Q3 | $365K | Hold |
1,248
| – | – | 0.13% | 156 |
|
|
2022
Q2 | $390K | Hold |
1,248
| – | – | 0.13% | 157 |
|
|
2022
Q1 | $487K | Sell |
1,248
-800
| -39% | -$312K | 0.14% | 162 |
|
|
2021
Q4 | $767K | Buy |
2,048
+98
| +5% | +$36.7K | 0.22% | 132 |
|
|
2021
Q3 | $579K | Sell |
1,950
-48
| -2% | -$14.3K | 0.3% | 85 |
|
|
2021
Q2 | $601K | Buy |
1,998
+900
| +82% | +$271K | 0.19% | 145 |
|
|
2021
Q1 | $271K | Buy |
+1,098
| New | +$271K | 0.09% | 180 |
|