Omnia Family Wealth’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-35
| Closed | -$8K | – | 412 |
|
|
2019
Q1 | $8K | Buy |
+35
| New | +$8K | ﹤0.01% | 281 |
|
|
2018
Q1 | – | Sell |
-42
| Closed | -$9K | – | 625 |
|
|
2017
Q4 | $9K | Buy |
42
+29
| +223% | +$6.21K | ﹤0.01% | 301 |
|
|
2017
Q3 | $3K | Sell |
13
-45
| -78% | -$10.4K | ﹤0.01% | 398 |
|
|
2017
Q2 | $12K | Buy |
58
+5
| +9% | +$1.03K | 0.01% | 262 |
|
|
2017
Q1 | $12K | Sell |
53
-123
| -70% | -$27.8K | 0.01% | 263 |
|
|
2016
Q4 | $39K | Buy |
+176
| New | +$39K | 0.02% | 172 |
|