RWA
Ropes Wealth Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-689
| Closed | -$202K | – | 280 |
|
|
2022
Q3 | $202K | Hold |
689
| – | – | 0.04% | 245 |
|
|
2022
Q2 | $215K | Hold |
689
| – | – | 0.04% | 251 |
|
|
2022
Q1 | $269K | Hold |
689
| – | – | 0.05% | 250 |
|
|
2021
Q4 | $258K | Hold |
689
| – | – | 0.05% | 238 |
|
|
2021
Q3 | $205K | Hold |
689
| – | – | 0.03% | 268 |
|
|
2021
Q2 | $207K | Buy |
+689
| New | +$207K | 0.03% | 257 |
|
|
2021
Q1 | – | Sell |
-689
| Closed | -$159K | – | 647 |
|
|
2020
Q4 | $159K | Sell |
689
-51
| -7% | -$11.8K | 0.02% | 250 |
|
|
2020
Q3 | $165K | Buy |
740
+333
| +82% | +$74.3K | 0.03% | 219 |
|
|
2020
Q2 | $78K | Buy |
407
+7
| +2% | +$1.34K | 0.02% | 276 |
|
|
2020
Q1 | $79K | Hold |
400
| – | – | 0.02% | 246 |
|
|
2019
Q4 | $85K | Sell |
400
-25
| -6% | -$5.31K | 0.02% | 285 |
|
|
2019
Q3 | $104K | Hold |
425
| – | – | 0.02% | 278 |
|
|
2019
Q2 | $101K | Hold |
425
| – | – | 0.02% | 274 |
|
|
2019
Q1 | $93K | Sell |
425
-25
| -6% | -$5.47K | 0.02% | 272 |
|
|
2018
Q4 | $91K | Sell |
450
-50
| -10% | -$10.1K | 0.03% | 264 |
|
|
2018
Q3 | $101K | Hold |
500
| – | – | 0.03% | 277 |
|
|
2018
Q2 | $113K | Hold |
500
| – | – | 0.03% | 275 |
|
|
2018
Q1 | $100K | Buy |
+500
| New | +$100K | 0.03% | 270 |
|
|
2016
Q3 | – | Sell |
-16
| Closed | -$4K | – | 492 |
|
|
2016
Q2 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 415 |
|
|
2015
Q4 | – | Sell |
-600
| Closed | -$127K | – | 526 |
|
|
2015
Q3 | $127K | Buy |
+600
| New | +$127K | 0.07% | 171 |
|