Pinnacle Wealth Planning Services’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-714
| Closed | -$216K | – | 496 |
|
|
2023
Q1 | $216K | Buy |
+714
| New | +$216K | 0.04% | 363 |
|
|
2022
Q2 | – | Sell |
-626
| Closed | -$244K | – | 461 |
|
|
2022
Q1 | $244K | Buy |
+626
| New | +$244K | 0.04% | 320 |
|
|
2021
Q1 | – | Sell |
-209
| Closed | -$48K | – | 1544 |
|
|
2020
Q4 | $48K | Buy |
+209
| New | +$48K | 0.01% | 819 |
|