Patriot Financial Group Insurance Agency’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 |
-770
| Closed | -$225K | – | 481 |
|
|
2023
Q2 | $225K | Sell |
770
-24
| -3% | -$7K | 0.04% | 407 |
|
|
2023
Q1 | $240K | Buy |
794
+68
| +9% | +$20.5K | 0.05% | 383 |
|
|
2022
Q4 | $203K | Buy |
+726
| New | +$203K | 0.03% | 394 |
|
|
2018
Q2 | – | Sell |
-15
| Closed | -$3K | – | 843 |
|
|
2018
Q1 | $3K | Buy |
15
+4
| +36% | +$800 | ﹤0.01% | 839 |
|
|
2017
Q4 | $2K | Buy |
11
+1
| +10% | +$182 | ﹤0.01% | 869 |
|
|
2017
Q3 | $2K | Buy |
10
+3
| +43% | +$600 | ﹤0.01% | 844 |
|
|
2017
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 895 |
|