Kiley Juergens Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,086
| Closed | -$219K | – | 487 |
|
|
2018
Q3 | $219K | Buy |
1,086
+456
| +72% | +$92K | 0.16% | 89 |
|
|
2018
Q2 | $142K | Buy |
+630
| New | +$142K | 0.13% | 107 |
|
|
2018
Q1 | – | Sell |
-362
| Closed | -$75K | – | 469 |
|
|
2017
Q4 | $75K | Buy |
+362
| New | +$75K | 0.07% | 157 |
|