Old North State Trust’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 |
-145
| Closed | -$44K | – | 348 |
|
2023
Q1 | $44K | Hold |
145
| – | – | 0.03% | 261 |
|
2022
Q4 | $41K | Hold |
145
| – | – | 0.03% | 267 |
|
2022
Q3 | $42K | Buy |
+145
| New | +$42K | 0.04% | 226 |
|
2022
Q1 | – | Sell |
-145
| Closed | -$54K | – | 285 |
|
2021
Q4 | $54K | Buy |
145
+100
| +222% | +$37.2K | 0.04% | 222 |
|
2021
Q3 | $13K | Hold |
45
| – | – | 0.01% | 281 |
|
2021
Q2 | $14K | Hold |
45
| – | – | 0.01% | 292 |
|
2021
Q1 | $11K | Hold |
45
| – | – | 0.01% | 286 |
|
2020
Q4 | $10K | Hold |
45
| – | – | 0.01% | 296 |
|
2020
Q3 | $10K | Buy |
+45
| New | +$10K | 0.01% | 288 |
|