JAG
Journey Advisory Group’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-820
| Closed | -$238K | – | 231 |
|
|
2024
Q1 | $238K | Hold |
820
| – | – | 0.03% | 213 |
|
|
2023
Q4 | $250K | Sell |
820
-922
| -53% | -$281K | 0.03% | 192 |
|
|
2023
Q3 | $459K | Sell |
1,742
-700
| -29% | -$184K | 0.07% | 148 |
|
|
2023
Q2 | $713K | Sell |
2,442
-1,545
| -39% | -$451K | 0.11% | 126 |
|
|
2023
Q1 | $1.2M | Sell |
3,987
-705
| -15% | -$213K | 0.19% | 104 |
|
|
2022
Q4 | $1.31M | Sell |
4,692
-656
| -12% | -$184K | 0.33% | 78 |
|
|
2022
Q3 | $1.57M | Sell |
5,348
-85
| -2% | -$24.9K | 0.4% | 63 |
|
|
2022
Q2 | $1.76M | Sell |
5,433
-235
| -4% | -$76.3K | 0.4% | 63 |
|
|
2022
Q1 | $2.21M | Hold |
5,668
| – | – | 0.56% | 48 |
|
|
2021
Q4 | $2.12M | Sell |
5,668
-55
| -1% | -$20.6K | 0.59% | 46 |
|
|
2021
Q3 | $1.7M | Sell |
5,723
-250
| -4% | -$74.3K | 0.55% | 49 |
|
|
2021
Q2 | $1.8M | Sell |
5,973
-75
| -1% | -$22.6K | 0.57% | 49 |
|
|
2021
Q1 | $1.49M | Sell |
6,048
-105
| -2% | -$25.9K | 0.52% | 53 |
|
|
2020
Q4 | $1.42M | Buy |
+6,153
| New | +$1.42M | 0.53% | 54 |
|