HCR Wealth Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $936K | Sell |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $2.3M | Sell |
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|
2021
Q4 | $2.23M | Sell |
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|
2021
Q3 | $1.83M | Sell |
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|
2021
Q2 | $1.85M | Sell |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $1.08M | Buy |
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