Lee Financial’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$560 | – | 925 |
|
|
2022
Q4 | $560 | Sell |
2
-7
| -78% | -$1.96K | ﹤0.01% | 812 |
|
|
2022
Q3 | $3K | Buy |
9
+2
| +29% | +$667 | ﹤0.01% | 632 |
|
|
2022
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 720 |
|
|
2022
Q1 | – | Sell |
-71
| Closed | -$27K | – | 918 |
|
|
2021
Q4 | $27K | Buy |
+71
| New | +$27K | 0.01% | 324 |
|
|
2018
Q3 | – | Sell |
-67
| Closed | -$15K | – | 653 |
|
|
2018
Q2 | $15K | Hold |
67
| – | – | ﹤0.01% | 405 |
|
|
2018
Q1 | $13K | Buy |
+67
| New | +$13K | ﹤0.01% | 423 |
|