JSAM
J. Safra Asset Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-425
| Closed | -$152K | – | 362 |
|
|
2024
Q3 | $152K | Buy |
425
+235
| +124% | +$83.8K | 0.01% | 94 |
|
|
2024
Q2 | $54.7K | Buy |
190
+125
| +192% | +$36K | 0.01% | 136 |
|
|
2024
Q1 | $18.9K | Buy |
65
+57
| +713% | +$16.5K | ﹤0.01% | 124 |
|
|
2023
Q4 | $2.44K | Buy |
+8
| New | +$2.44K | ﹤0.01% | 126 |
|