Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-256
| Closed | -$75.5K | – | 639 |
|
|
2023
Q1 | $75.5K | Sell |
256
-10
| -4% | -$2.95K | 0.02% | 196 |
|
|
2022
Q4 | $74.5K | Hold |
266
| – | – | 0.02% | 190 |
|
|
2022
Q3 | $78K | Hold |
266
| – | – | 0.03% | 189 |
|
|
2022
Q2 | $83K | Hold |
266
| – | – | 0.03% | 190 |
|
|
2022
Q1 | $104K | Buy |
266
+10
| +4% | +$3.91K | 0.03% | 179 |
|
|
2021
Q4 | $96K | Hold |
256
| – | – | 0.03% | 168 |
|
|
2021
Q3 | $76K | Buy |
+256
| New | +$76K | 0.03% | 174 |
|
|
2021
Q2 | – | Sell |
-256
| Closed | -$63K | – | 357 |
|
|
2021
Q1 | $63K | Buy |
+256
| New | +$63K | 0.03% | 187 |
|
|
2019
Q3 | – | Sell |
-256
| Closed | -$61K | – | 275 |
|
|
2019
Q2 | $61K | Hold |
256
| – | – | 0.04% | 145 |
|
|
2019
Q1 | $56K | Hold |
256
| – | – | 0.04% | 143 |
|
|
2018
Q4 | $52K | Hold |
256
| – | – | 0.04% | 138 |
|
|
2018
Q3 | $52K | Hold |
256
| – | – | 0.03% | 160 |
|
|
2018
Q2 | $58K | Hold |
256
| – | – | 0.04% | 143 |
|
|
2018
Q1 | $51K | Hold |
256
| – | – | 0.03% | 150 |
|
|
2017
Q4 | $49K | Hold |
256
| – | – | 0.03% | 146 |
|
|
2017
Q3 | $55K | Hold |
256
| – | – | 0.04% | 144 |
|
|
2017
Q2 | $53K | Sell |
256
-200
| -44% | -$41.4K | 0.04% | 147 |
|
|
2017
Q1 | $100K | Buy |
456
+256
| +128% | +$56.1K | 0.07% | 101 |
|
|
2016
Q4 | $45K | Buy |
+200
| New | +$45K | 0.03% | 149 |
|