JWM
Janiczek Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $130K | Sell |
451
-37
| -8% | -$10.6K | 0.03% | 242 |
|
|
2024
Q1 | $142K | Sell |
488
-1
| -0.2% | -$290 | 0.03% | 233 |
|
|
2023
Q4 | $149K | Sell |
489
-65
| -12% | -$19.8K | 0.04% | 209 |
|
|
2023
Q3 | $146K | Sell |
554
-48
| -8% | -$12.6K | 0.04% | 189 |
|
|
2023
Q2 | $176K | Sell |
602
-21
| -3% | -$6.13K | 0.05% | 141 |
|
|
2023
Q1 | $181K | Sell |
623
-12
| -2% | -$3.48K | 0.05% | 125 |
|
|
2022
Q4 | $188K | Buy |
635
+82
| +15% | +$24.3K | 0.05% | 124 |
|
|
2022
Q3 | $159K | Sell |
553
-12
| -2% | -$3.45K | 0.05% | 131 |
|
|
2022
Q2 | $184K | Sell |
565
-146
| -21% | -$47.5K | 0.05% | 112 |
|
|
2022
Q1 | $277K | Buy |
711
+3
| +0.4% | +$1.17K | 0.08% | 80 |
|
|
2021
Q4 | $265K | Buy |
708
+36
| +5% | +$13.5K | 0.08% | 85 |
|
|
2021
Q3 | $200K | Buy |
672
+64
| +11% | +$19K | 0.07% | 93 |
|
|
2021
Q2 | $183K | Buy |
608
+53
| +10% | +$16K | 0.07% | 89 |
|
|
2021
Q1 | $137K | Buy |
555
+312
| +128% | +$77K | 0.05% | 107 |
|
|
2020
Q4 | $56K | Buy |
243
+146
| +151% | +$33.6K | 0.03% | 183 |
|
|
2020
Q3 | $22K | Buy |
+97
| New | +$22K | 0.01% | 150 |
|