RMR Wealth Builders’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-554
| Closed | -$202K | – | 269 |
|
|
2024
Q3 | $202K | Buy |
+554
| New | +$202K | 0.02% | 253 |
|
|
2022
Q2 | – | Sell |
-554
| Closed | -$216K | – | 212 |
|
|
2022
Q1 | $216K | Sell |
554
-183
| -25% | -$71.4K | 0.05% | 192 |
|
|
2021
Q4 | $276K | Hold |
737
| – | – | 0.08% | 96 |
|
|
2021
Q3 | $219K | Buy |
+737
| New | +$219K | 0.06% | 175 |
|
|
2021
Q2 | – | Sell |
-451
| Closed | -$111K | – | 561 |
|
|
2021
Q1 | $111K | Buy |
451
+3
| +0.7% | +$738 | 0.03% | 257 |
|
|
2020
Q4 | $103K | Buy |
+448
| New | +$103K | 0.05% | 200 |
|