Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-144
| Closed | -$43.9K | – | 402 |
|
|
2023
Q4 | $43.9K | Sell |
144
-164
| -53% | -$50K | 0.03% | 354 |
|
|
2023
Q3 | $81.2K | Buy |
308
+39
| +14% | +$10.3K | 0.06% | 255 |
|
|
2023
Q2 | $78.5K | Buy |
269
+68
| +34% | +$19.8K | 0.05% | 265 |
|
|
2023
Q1 | $60.7K | Sell |
201
-3
| -1% | -$906 | 0.04% | 300 |
|
|
2022
Q4 | $57.2K | Buy |
+204
| New | +$57.2K | 0.03% | 399 |
|