Peak Financial Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,993
| Closed | -$746K | – | 102 |
|
|
2021
Q4 | $746K | Sell |
1,993
-7
| -0.4% | -$2.62K | 0.58% | 37 |
|
|
2021
Q3 | $594K | Buy |
2,000
+182
| +10% | +$54.1K | 0.52% | 35 |
|
|
2021
Q2 | $547K | Buy |
1,818
+304
| +20% | +$91.5K | 0.47% | 45 |
|
|
2021
Q1 | $374K | Buy |
1,514
+166
| +12% | +$41K | 0.32% | 54 |
|
|
2020
Q4 | $311K | Buy |
+1,348
| New | +$311K | 0.27% | 50 |
|