OAM
Optimal Asset Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-30,383
| Closed | -$7.02M | – | 409 |
|
|
2020
Q4 | $7.02M | Buy |
30,383
+1
| +0% | +$231 | 1% | 6 |
|
|
2020
Q3 | $6.77M | Buy |
30,382
+1,927
| +7% | +$429K | 0.98% | 8 |
|
|
2020
Q2 | $5.46M | Sell |
28,455
-15,575
| -35% | -$2.99M | 0.89% | 9 |
|
|
2020
Q1 | $8.75K | Buy |
44,030
+27,032
| +159% | +$5.37K | 0.82% | 12 |
|
|
2019
Q4 | $3.62M | Buy |
+16,998
| New | +$3.62M | 0.55% | 41 |
|