HCR Wealth Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,552
| Closed | -$936K | – | 213 |
|
|
2023
Q3 | $936K | Sell |
3,552
-1,252
| -26% | -$330K | 0.21% | 80 |
|
|
2023
Q2 | $1.4M | Sell |
4,804
-125
| -3% | -$36.5K | 0.26% | 71 |
|
|
2023
Q1 | $1.49M | Sell |
4,929
-590
| -11% | -$178K | 0.29% | 69 |
|
|
2022
Q4 | $1.55M | Sell |
5,519
-90
| -2% | -$25.2K | 0.32% | 67 |
|
|
2022
Q3 | $1.64M | Sell |
5,609
-180
| -3% | -$52.7K | 0.35% | 62 |
|
|
2022
Q2 | $1.81M | Sell |
5,789
-93
| -2% | -$29.1K | 0.36% | 61 |
|
|
2022
Q1 | $2.3M | Sell |
5,882
-70
| -1% | -$27.3K | 0.38% | 58 |
|
|
2021
Q4 | $2.23M | Sell |
5,952
-196
| -3% | -$73.4K | 0.35% | 66 |
|
|
2021
Q3 | $1.83M | Sell |
6,148
-28
| -0.5% | -$8.32K | 0.3% | 74 |
|
|
2021
Q2 | $1.85M | Sell |
6,176
-259
| -4% | -$77.8K | 0.32% | 71 |
|
|
2021
Q1 | $1.59M | Buy |
6,435
+494
| +8% | +$122K | 0.31% | 73 |
|
|
2020
Q4 | $1.37M | Buy |
5,941
+105
| +2% | +$24.2K | 0.29% | 72 |
|
|
2020
Q3 | $1.3M | Buy |
5,836
+129
| +2% | +$28.7K | 0.3% | 67 |
|
|
2020
Q2 | $1.14M | Buy |
5,707
+269
| +5% | +$53.6K | 0.27% | 66 |
|
|
2020
Q1 | $1.08M | Buy |
+5,438
| New | +$1.08M | 0.31% | 58 |
|