Level Four Advisory Services’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,016
| Closed | -$310K | – | 858 |
|
|
2024
Q1 | $310K | Hold |
1,016
| – | – | 0.02% | 597 |
|
|
2023
Q4 | $310K | Buy |
1,016
+24
| +2% | +$7.32K | 0.02% | 596 |
|
|
2023
Q3 | $261K | Buy |
992
+29
| +3% | +$7.64K | 0.02% | 609 |
|
|
2023
Q2 | $281K | Buy |
963
+73
| +8% | +$21.3K | 0.02% | 637 |
|
|
2023
Q1 | $269K | Buy |
890
+15
| +2% | +$4.53K | 0.02% | 611 |
|
|
2022
Q4 | $245K | Buy |
875
+21
| +2% | +$5.88K | 0.02% | 570 |
|
|
2022
Q3 | $250K | Buy |
854
+14
| +2% | +$4.1K | 0.02% | 466 |
|
|
2022
Q2 | $263K | Buy |
840
+38
| +5% | +$11.9K | 0.02% | 472 |
|
|
2022
Q1 | $313K | Buy |
802
+18
| +2% | +$7.03K | 0.02% | 507 |
|
|
2021
Q4 | $294K | Buy |
+784
| New | +$294K | 0.02% | 514 |
|