Personal Wealth Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11
| Closed | -$3K | – | 319 |
|
|
2021
Q2 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 366 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$5K | – | 473 |
|
|
2019
Q4 | $5K | Sell |
23
-91
| -80% | -$19.8K | ﹤0.01% | 278 |
|
|
2019
Q3 | $28K | Buy |
114
+12
| +12% | +$2.95K | 0.01% | 178 |
|
|
2019
Q2 | $24K | Buy |
+102
| New | +$24K | 0.01% | 174 |
|