KWILP
Kiwi Wealth Investments Limited Partnership’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29,307
| Closed | -$8.55M | – | 163 |
|
|
2023
Q2 | $8.55M | Hold |
29,307
| – | – | 0.53% | 55 |
|
|
2023
Q1 | $8.85M | Sell |
29,307
-9,227
| -24% | -$2.79M | 0.57% | 47 |
|
|
2022
Q4 | $10.8M | Buy |
38,534
+3,902
| +11% | +$1.09M | 0.72% | 41 |
|
|
2022
Q3 | $10.8M | Hold |
34,632
| – | – | 0.75% | 34 |
|
|
2022
Q2 | $10.8M | Sell |
34,632
-146
| -0.4% | -$45.7K | 0.75% | 34 |
|
|
2022
Q1 | $13.6M | Buy |
34,778
+298
| +0.9% | +$116K | 0.73% | 32 |
|
|
2021
Q4 | $12.9M | Buy |
+34,480
| New | +$12.9M | 0.61% | 43 |
|
|
2021
Q1 | – | Sell |
-17,012
| Closed | -$3.93M | – | 273 |
|
|
2020
Q4 | $3.93M | Sell |
17,012
-12,607
| -43% | -$2.91M | 0.23% | 128 |
|
|
2020
Q3 | $6.6M | Buy |
+29,619
| New | +$6.6M | 0.46% | 62 |
|