Moody National Bank Trust Division’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,528
| Closed | -$403K | – | 615 |
|
|
2023
Q3 | $403K | Buy |
1,528
+26
| +2% | +$6.85K | 0.03% | 439 |
|
|
2023
Q2 | $438K | Hold |
1,502
| – | – | 0.03% | 410 |
|
|
2023
Q1 | $454K | Hold |
1,502
| – | – | 0.04% | 393 |
|
|
2022
Q4 | $421K | Buy |
1,502
+56
| +4% | +$15.7K | 0.04% | 393 |
|
|
2022
Q3 | $423K | Hold |
1,446
| – | – | 0.04% | 364 |
|
|
2022
Q2 | $452K | Buy |
+1,446
| New | +$452K | 0.05% | 311 |
|
|
2019
Q2 | – | Sell |
-21
| Closed | -$5K | – | 817 |
|
|
2019
Q1 | $5K | Sell |
21
-78
| -79% | -$18.6K | ﹤0.01% | 943 |
|
|
2018
Q4 | $20K | Buy |
+99
| New | +$20K | ﹤0.01% | 473 |
|