Householder Group Estate & Retirement Specialist’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $90K | Sell |
302
-176
| -37% | -$52.5K | 0.07% | 162 |
|
|
2024
Q3 | $174K | Sell |
478
-331
| -41% | -$120K | 0.05% | 270 |
|
|
2024
Q2 | $232K | Sell |
809
-79
| -9% | -$22.7K | 0.07% | 229 |
|
|
2024
Q1 | $258K | Sell |
888
-13
| -1% | -$3.78K | 0.08% | 208 |
|
|
2023
Q4 | $274K | Sell |
901
-29
| -3% | -$8.82K | 0.09% | 198 |
|
|
2023
Q3 | $245K | Buy |
+930
| New | +$245K | 0.09% | 191 |
|
|
2023
Q1 | $426K | Sell |
1,411
-26
| -2% | -$7.85K | 0.16% | 119 |
|
|
2022
Q4 | $402K | Buy |
1,437
+1
| +0.1% | +$280 | 0.6% | 33 |
|
|
2022
Q3 | $420K | Buy |
1,436
+33
| +2% | +$9.65K | 0.17% | 124 |
|
|
2022
Q2 | $439K | Buy |
1,403
+1
| +0.1% | +$313 | 0.2% | 126 |
|
|
2022
Q1 | $547K | Hold |
1,402
| – | – | 0.22% | 114 |
|
|
2021
Q4 | $525K | Buy |
+1,402
| New | +$525K | 0.2% | 125 |
|