JWCA
J.W. Coons Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-646
| Closed | -$201K | – | 219 |
|
|
2022
Q2 | $201K | Hold |
646
| – | – | 0.07% | 239 |
|
|
2022
Q1 | $252K | Hold |
646
| – | – | 0.08% | 220 |
|
|
2021
Q4 | $240K | Buy |
+646
| New | +$240K | 0.07% | 221 |
|
|
2020
Q3 | – | Sell |
-1,799
| Closed | -$344K | – | 199 |
|
|
2020
Q2 | $344K | Buy |
1,799
+274
| +18% | +$52.4K | 0.15% | 144 |
|
|
2020
Q1 | $304K | Buy |
+1,525
| New | +$304K | 0.16% | 147 |
|