Howe & Rusling’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 | – | Sell |
-35
| Closed | -$10K | – | 850 |
|
|
2022
Q3 | $10K | Hold |
35
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $11K | Hold |
35
| – | – | ﹤0.01% | 523 |
|
|
2022
Q1 | $14K | Hold |
35
| – | – | ﹤0.01% | 473 |
|
|
2021
Q4 | $13K | Hold |
35
| – | – | ﹤0.01% | 496 |
|
|
2021
Q3 | $10K | Sell |
35
-11
| -24% | -$3.14K | ﹤0.01% | 519 |
|
|
2021
Q2 | $14K | Buy |
46
+11
| +31% | +$3.35K | ﹤0.01% | 442 |
|
|
2021
Q1 | $9K | Hold |
35
| – | – | ﹤0.01% | 506 |
|
|
2020
Q4 | $8K | Hold |
35
| – | – | ﹤0.01% | 517 |
|
|
2020
Q3 | $8K | Sell |
35
-6
| -15% | -$1.37K | ﹤0.01% | 483 |
|
|
2020
Q2 | $8K | Sell |
41
-25,701
| -100% | -$5.01M | ﹤0.01% | 462 |
|
|
2020
Q1 | $5.11M | Buy |
25,742
+8,488
| +49% | +$1.69M | 1.1% | 32 |
|
|
2019
Q4 | $3.67M | Buy |
17,254
+2,282
| +15% | +$486K | 0.61% | 54 |
|
|
2019
Q3 | $3.67M | Buy |
+14,972
| New | +$3.67M | 0.64% | 55 |
|
|
2019
Q1 | – | Sell |
-72
| Closed | -$15K | – | 871 |
|
|
2018
Q4 | $15K | Hold |
72
| – | – | ﹤0.01% | 389 |
|
|
2018
Q3 | $15K | Buy |
+72
| New | +$15K | ﹤0.01% | 437 |
|
|
2018
Q1 | – | Sell |
-2
| Closed | -$1K | – | 995 |
|
|
2017
Q4 | $1K | Sell |
2
-164
| -99% | -$82K | ﹤0.01% | 795 |
|
|
2017
Q3 | $35K | Buy |
+166
| New | +$35K | 0.01% | 336 |
|