Heritage Wealth Management (Arizona)’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $19.1K | Buy |
68
+34
| +100% | +$9.53K | ﹤0.01% | 671 |
|
|
2022
Q3 | $10K | Hold |
34
| – | – | ﹤0.01% | 655 |
|
|
2022
Q2 | $10.6K | Hold |
34
| – | – | ﹤0.01% | 657 |
|
|
2022
Q1 | $13K | Buy |
+34
| New | +$13K | ﹤0.01% | 677 |
|
|
2021
Q3 | $10K | Hold |
34
| – | – | ﹤0.01% | 658 |
|
|
2021
Q2 | $10K | Sell |
34
-34
| -50% | -$10K | ﹤0.01% | 664 |
|
|
2021
Q1 | $17K | Buy |
+68
| New | +$17K | 0.01% | 511 |
|