HWM
Hohimer Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,795
| Closed | -$3.5M | – | 214 |
|
|
2021
Q3 | $3.5M | Buy |
11,795
+109
| +0.9% | +$32.4K | 0.73% | 48 |
|
|
2021
Q2 | $3.51M | Buy |
11,686
+801
| +7% | +$241K | 0.72% | 53 |
|
|
2021
Q1 | $2.69M | Buy |
10,885
+1,681
| +18% | +$415K | 0.65% | 59 |
|
|
2020
Q4 | $2.13M | Sell |
9,204
-21
| -0.2% | -$4.85K | 0.56% | 66 |
|
|
2020
Q3 | $2.13M | Sell |
9,225
-93
| -1% | -$21.5K | 0.61% | 50 |
|
|
2020
Q2 | $1.79M | Buy |
9,318
+1,075
| +13% | +$206K | 0.62% | 57 |
|
|
2020
Q1 | $1.59M | Buy |
8,243
+6,892
| +510% | +$1.33M | 0.67% | 59 |
|
|
2019
Q4 | $288K | Buy |
+1,351
| New | +$288K | 0.1% | 204 |
|