Orleans Capital Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,185
| Closed | -$346K | – | 80 |
|
|
2023
Q2 | $346K | Buy |
1,185
+115
| +11% | +$33.6K | 0.25% | 65 |
|
|
2023
Q1 | $323K | Buy |
+1,070
| New | +$323K | 0.24% | 65 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$390K | – | 81 |
|
|
2022
Q1 | $390K | Hold |
1,000
| – | – | 0.24% | 63 |
|
|
2021
Q4 | $375K | Buy |
+1,000
| New | +$375K | 0.21% | 67 |
|