HPIA
Hamilton Point Investment Advisors’s Public Storage PSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-655
| Closed | -$238K | – | 166 |
|
2024
Q3 | $238K | Buy |
+655
| New | +$238K | 0.04% | 111 |
|
2022
Q3 | – | Sell |
-655
| Closed | -$205K | – | 78 |
|
2022
Q2 | $205K | Hold |
655
| – | – | 0.06% | 73 |
|
2022
Q1 | $256K | Hold |
655
| – | – | 0.07% | 74 |
|
2021
Q4 | $245K | Buy |
+655
| New | +$245K | 0.06% | 78 |
|