Kestra Private Wealth Services’s Global Self Storage SELF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33,293
| Closed | -$148K | – | 1404 |
|
|
2024
Q1 | $148K | Buy |
+33,293
| New | +$148K | ﹤0.01% | 1218 |
|
|
2023
Q4 | – | Sell |
-32,089
| Closed | -$156K | – | 1284 |
|
|
2023
Q3 | $156K | Buy |
+32,089
| New | +$156K | ﹤0.01% | 1057 |
|
|
2023
Q2 | – | Sell |
-22,310
| Closed | -$115K | – | 1129 |
|
|
2023
Q1 | $115K | Buy |
+22,310
| New | +$115K | ﹤0.01% | 975 |
|
|
2020
Q4 | – | Sell |
-11,914
| Closed | -$48K | – | 774 |
|
|
2020
Q3 | $48K | Buy |
+11,914
| New | +$48K | ﹤0.01% | 672 |
|