Lake Point Wealth 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
Q2 | $39K | Hold |
124
| – | – | 0.02% | 79 |
|
|
2022
Q1 | $48K | Hold |
124
| – | – | 0.02% | 69 |
|
|
2021
Q4 | $46K | Hold |
124
| – | – | 0.02% | 76 |
|
|
2021
Q3 | $37K | Buy |
+124
| New | +$37K | 0.02% | 73 |
|
|
2019
Q1 | – | Sell |
-46
| Closed | -$9K | – | 824 |
|
|
2018
Q4 | $9K | Buy |
+46
| New | +$9K | ﹤0.01% | 485 |
|