Kings Point Capital Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $16K | Hold |
40
| – | – | ﹤0.01% | 517 |
|
|
2021
Q4 | $15K | Hold |
40
| – | – | ﹤0.01% | 579 |
|
|
2021
Q3 | $12K | Hold |
40
| – | – | ﹤0.01% | 539 |
|
|
2021
Q2 | $12K | Buy |
+40
| New | +$12K | ﹤0.01% | 508 |
|
|
2015
Q1 | – | Sell |
-1,737
| Closed | -$321K | – | 377 |
|
|
2014
Q4 | $321K | Buy |
+1,737
| New | +$321K | 0.09% | 97 |
|