IFWM
Institute for Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-691
| Closed | -$202K | – | 466 |
|
|
2023
Q2 | $202K | Hold |
691
| – | – | 0.03% | 437 |
|
|
2023
Q1 | $209K | Buy |
+691
| New | +$209K | 0.04% | 417 |
|
|
2022
Q4 | – | Sell |
-691
| Closed | -$202K | – | 460 |
|
|
2022
Q3 | $202K | Hold |
691
| – | – | 0.05% | 419 |
|
|
2022
Q2 | $216K | Buy |
691
+15
| +2% | +$4.69K | 0.04% | 472 |
|
|
2022
Q1 | $264K | Hold |
676
| – | – | 0.04% | 453 |
|
|
2021
Q4 | $253K | Sell |
676
-55
| -8% | -$20.6K | 0.04% | 414 |
|
|
2021
Q3 | $217K | Buy |
731
+54
| +8% | +$16K | 0.04% | 447 |
|
|
2021
Q2 | $204K | Buy |
+677
| New | +$204K | 0.04% | 462 |
|
|
2020
Q1 | – | Sell |
-1,056
| Closed | -$225K | – | 596 |
|
|
2019
Q4 | $225K | Hold |
1,056
| – | – | 0.05% | 403 |
|
|
2019
Q3 | $259K | Sell |
1,056
-512
| -33% | -$126K | 0.07% | 352 |
|
|
2019
Q2 | $373K | Hold |
1,568
| – | – | 0.08% | 306 |
|
|
2019
Q1 | $341K | Sell |
1,568
-21
| -1% | -$4.57K | 0.07% | 310 |
|
|
2018
Q4 | $318K | Buy |
+1,589
| New | +$318K | 0.13% | 192 |
|
|
2018
Q1 | – | Sell |
-1,574
| Closed | -$329K | – | 364 |
|
|
2017
Q4 | $329K | Buy |
+1,574
| New | +$329K | 0.08% | 289 |
|
|
2017
Q3 | – | Sell |
-1,631
| Closed | -$340K | – | 358 |
|
|
2017
Q2 | $340K | Buy |
+1,631
| New | +$340K | 0.09% | 288 |
|