Independent Solutions Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-923
| Closed | -$289K | – | 222 |
|
|
2022
Q2 | $289K | Buy |
+923
| New | +$289K | 0.09% | 169 |
|
|
2021
Q2 | – | Sell |
-1,457
| Closed | -$360K | – | 213 |
|
|
2021
Q1 | $360K | Buy |
1,457
+14
| +1% | +$3.46K | 0.1% | 140 |
|
|
2020
Q4 | $333K | Buy |
1,443
+185
| +15% | +$42.7K | 0.1% | 133 |
|
|
2020
Q3 | $280K | Buy |
1,258
+127
| +11% | +$28.3K | 0.11% | 132 |
|
|
2020
Q2 | $217K | Buy |
+1,131
| New | +$217K | 0.09% | 144 |
|