Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Public Storage PSA Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-184
Closed -$48.4K – 393
2023
Q3 		$48.4K Buy
+184
New +$51.6K 0.01% 182

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Legacy Financial Group (Iowa)'s PSA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Public Storage (PSA) in Q4 2023, closing a stake of 184 shares — an estimated $48.4K sold.

Legacy Financial Group (Iowa) first reported a position in PSA in Q3 2023 and held it in 1 quarter. The position peaked at $48.4K in Q3 2023. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 184 Public Storage shares in Q4 2023, an estimated $48.4K.
  • Legacy Financial Group (Iowa) first reported a position in Public Storage in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Public Storage position peaked at $48.4K in Q3 2023.
  • 1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.