RFG Advisory’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 |
-1,264
| Closed | -$333K | – | 678 |
|
|
2023
Q3 | $333K | Sell |
1,264
-278
| -18% | -$73.3K | 0.01% | 486 |
|
|
2023
Q2 | $450K | Buy |
1,542
+319
| +26% | +$93.1K | 0.02% | 445 |
|
|
2023
Q1 | $369K | Buy |
+1,223
| New | +$369K | 0.02% | 467 |
|
|
2019
Q1 | – | Sell |
-1,268
| Closed | -$257K | – | 294 |
|
|
2018
Q4 | $257K | Sell |
1,268
-293
| -19% | -$59.4K | 0.06% | 212 |
|
|
2018
Q3 | $315K | Buy |
1,561
+244
| +19% | +$49.2K | 0.08% | 213 |
|
|
2018
Q2 | $299K | Buy |
1,317
+9
| +0.7% | +$2.04K | 0.09% | 164 |
|
|
2018
Q1 | $262K | Sell |
1,308
-38
| -3% | -$7.61K | 0.1% | 161 |
|
|
2017
Q4 | $274K | Buy |
+1,346
| New | +$274K | 0.13% | 145 |
|