LIM
Lathrop Investment Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-667
| Closed | -$243K | – | 89 |
|
|
2024
Q3 | $243K | Buy |
+667
| New | +$243K | 0.05% | 79 |
|
|
2024
Q2 | – | Sell |
-707
| Closed | -$205K | – | 86 |
|
|
2024
Q1 | $205K | Hold |
707
| – | – | 0.04% | 84 |
|
|
2023
Q4 | $216K | Sell |
707
-60
| -8% | -$18.3K | 0.04% | 78 |
|
|
2023
Q3 | $202K | Hold |
767
| – | – | 0.04% | 78 |
|
|
2023
Q2 | $224K | Hold |
767
| – | – | 0.05% | 79 |
|
|
2023
Q1 | $232K | Hold |
767
| – | – | 0.05% | 76 |
|
|
2022
Q4 | $215K | Hold |
767
| – | – | 0.05% | 78 |
|
|
2022
Q3 | $225K | Hold |
767
| – | – | 0.06% | 65 |
|
|
2022
Q2 | $240K | Hold |
767
| – | – | 0.06% | 68 |
|
|
2022
Q1 | $299K | Hold |
767
| – | – | 0.06% | 64 |
|
|
2021
Q4 | $287K | Hold |
767
| – | – | 0.06% | 63 |
|
|
2021
Q3 | $228K | Hold |
767
| – | – | 0.05% | 63 |
|
|
2021
Q2 | $231K | Buy |
+767
| New | +$231K | 0.05% | 68 |
|