Private 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
2018
Q3
Sell
-1,060
Closed -$240K 121
2018
Q2
$240K Hold
1,060
0.04% 109
2018
Q1
$212K Sell
1,060
-280
-21% -$56K 0.04% 120
2017
Q4
$280K Hold
1,340
0.05% 114
2017
Q3
$287K Buy
+1,340
New +$287K 0.06% 108