Peterson Wealth 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
Q4 | – | Sell |
-762
| Closed | -$201K | – | 54 |
|
|
2023
Q3 | $201K | Sell |
762
-282
| -27% | -$74.3K | 0.17% | 58 |
|
|
2023
Q2 | $305K | Buy |
+1,044
| New | +$305K | 0.24% | 60 |
|
|
2022
Q4 | – | Sell |
-686
| Closed | -$201K | – | 60 |
|
|
2022
Q3 | $201K | Buy |
+686
| New | +$201K | 0.19% | 57 |
|
|
2022
Q2 | – | Sell |
-1,702
| Closed | -$664K | – | 56 |
|
|
2022
Q1 | $664K | Buy |
+1,702
| New | +$664K | 0.45% | 49 |
|