Kelly Financial Services’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-61
| Closed | -$17.6K | – | 593 |
|
|
2024
Q2 | $17.6K | Hold |
61
| – | – | 0.01% | 347 |
|
|
2024
Q1 | $17.6K | Buy |
61
+1
| +2% | +$288 | 0.01% | 349 |
|
|
2023
Q4 | $18.3K | Buy |
60
+1
| +2% | +$305 | 0.01% | 318 |
|
|
2023
Q3 | $15.6K | Hold |
59
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $17.1K | Buy |
59
+1
| +2% | +$290 | 0.01% | 297 |
|
|
2023
Q1 | $17.6K | Buy |
58
+1
| +2% | +$303 | 0.01% | 286 |
|
|
2022
Q4 | $16.1K | Hold |
57
| – | – | 0.01% | 285 |
|
|
2022
Q3 | $16.7K | Buy |
57
+3
| +6% | +$880 | 0.01% | 270 |
|
|
2022
Q2 | $17K | Hold |
54
| – | – | 0.01% | 271 |
|
|
2022
Q1 | $21.1K | Hold |
54
| – | – | 0.01% | 265 |
|
|
2021
Q4 | $20.2K | Hold |
54
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $15.9K | Sell |
54
-15,951
| -100% | -$4.7M | 0.01% | 279 |
|
|
2021
Q2 | $53K | Buy |
16,005
+15,952
| +30,098% | +$52.8K | ﹤0.01% | 453 |
|
|
2021
Q1 | $13K | Buy |
53
+1
| +2% | +$246 | 0.01% | 266 |
|
|
2020
Q4 | $12.1K | Hold |
52
| – | – | 0.01% | 245 |
|
|
2020
Q3 | $11.6K | Hold |
52
| – | – | 0.01% | 240 |
|
|
2020
Q2 | $9.89K | Buy |
52
+1
| +2% | +$190 | 0.01% | 246 |
|
|
2020
Q1 | $10.1K | Buy |
+51
| New | +$10.1K | 0.01% | 209 |
|