Icon Wealth Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-40
| Closed | -$9K | – | 619 |
|
|
2019
Q1 | $9K | Buy |
+40
| New | +$9K | ﹤0.01% | 686 |
|
|
2018
Q3 | – | Sell |
-421
| Closed | -$96K | – | 617 |
|
|
2018
Q2 | $96K | Buy |
+421
| New | +$96K | 0.04% | 245 |
|
|
2018
Q1 | – | Sell |
-329
| Closed | -$69K | – | 616 |
|
|
2017
Q4 | $69K | Buy |
+329
| New | +$69K | 0.03% | 341 |
|