Optimum Investment Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$280 | – | 765 |
|
|
2022
Q4 | $280 | Hold |
1
| – | – | ﹤0.01% | 742 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 850 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$4K | – | 930 |
|
|
2019
Q4 | $4K | Sell |
20
-17
| -46% | -$3.4K | ﹤0.01% | 861 |
|
|
2019
Q3 | $9K | Buy |
37
+17
| +85% | +$4.14K | ﹤0.01% | 819 |
|
|
2019
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 848 |
|
|
2019
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 913 |
|
|
2018
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 869 |
|
|
2018
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 937 |
|
|
2018
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 928 |
|
|
2018
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 914 |
|