Rossmore Private Capital’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 |
-1,304
| Closed | -$344K | – | 233 |
|
|
2023
Q3 | $344K | Hold |
1,304
| – | – | 0.05% | 181 |
|
|
2023
Q2 | $381K | Sell |
1,304
-200
| -13% | -$58.4K | 0.06% | 176 |
|
|
2023
Q1 | $454K | Sell |
1,504
-823
| -35% | -$249K | 0.07% | 160 |
|
|
2022
Q4 | $652K | Hold |
2,327
| – | – | 0.1% | 137 |
|
|
2022
Q3 | $681K | Hold |
2,327
| – | – | 0.12% | 131 |
|
|
2022
Q2 | $728K | Hold |
2,327
| – | – | 0.13% | 126 |
|
|
2022
Q1 | $908K | Buy |
2,327
+4
| +0.2% | +$1.56K | 0.14% | 119 |
|
|
2021
Q4 | $870K | Hold |
2,323
| – | – | 0.14% | 124 |
|
|
2021
Q3 | $690K | Hold |
2,323
| – | – | 0.12% | 132 |
|
|
2021
Q2 | $699K | Hold |
2,323
| – | – | 0.12% | 133 |
|
|
2021
Q1 | $573K | Hold |
2,323
| – | – | 0.11% | 142 |
|
|
2020
Q4 | $536K | Hold |
2,323
| – | – | 0.11% | 139 |
|
|
2020
Q3 | $517K | Hold |
2,323
| – | – | 0.12% | 122 |
|
|
2020
Q2 | $446K | Buy |
+2,323
| New | +$446K | 0.12% | 120 |
|
|
2018
Q1 | – | Sell |
-79
| Closed | -$16.5K | – | 327 |
|
|
2017
Q4 | $16.5K | Buy |
+79
| New | +$16.5K | 0.02% | 265 |
|