Sargent Bickham Lagudis’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $39.7K | Hold |
142
| – | – | ﹤0.01% | 482 |
|
|
2022
Q3 | $41K | Sell |
142
-29
| -17% | -$8.37K | ﹤0.01% | 451 |
|
|
2022
Q2 | $53K | Sell |
171
-24
| -12% | -$7.44K | ﹤0.01% | 410 |
|
|
2022
Q1 | $76K | Hold |
195
| – | – | 0.01% | 376 |
|
|
2021
Q4 | $73K | Hold |
195
| – | – | 0.01% | 386 |
|
|
2021
Q3 | $58K | Sell |
195
-1,045
| -84% | -$311K | ﹤0.01% | 418 |
|
|
2021
Q2 | $373K | Buy |
1,240
+137
| +12% | +$41.2K | 0.03% | 196 |
|
|
2021
Q1 | $272K | Buy |
1,103
+148
| +15% | +$36.5K | 0.02% | 211 |
|
|
2020
Q4 | $221K | Buy |
955
+256
| +37% | +$59.2K | 0.02% | 222 |
|
|
2020
Q3 | $156K | Buy |
699
+118
| +20% | +$26.3K | 0.02% | 239 |
|
|
2020
Q2 | $111K | Sell |
581
-18
| -3% | -$3.44K | 0.01% | 263 |
|
|
2020
Q1 | $119K | Sell |
599
-46
| -7% | -$9.14K | 0.02% | 237 |
|
|
2019
Q4 | $137K | Buy |
645
+71
| +12% | +$15.1K | 0.02% | 241 |
|
|
2019
Q3 | $141K | Sell |
574
-93
| -14% | -$22.8K | 0.02% | 222 |
|
|
2019
Q2 | $159K | Sell |
667
-20
| -3% | -$4.77K | 0.02% | 224 |
|
|
2019
Q1 | $150K | Buy |
687
+43
| +7% | +$9.39K | 0.02% | 241 |
|
|
2018
Q4 | $130K | Buy |
644
+12
| +2% | +$2.42K | 0.02% | 244 |
|
|
2018
Q3 | $127K | Buy |
632
+49
| +8% | +$9.85K | 0.02% | 248 |
|
|
2018
Q2 | $132K | Sell |
583
-176
| -23% | -$39.8K | 0.02% | 246 |
|
|
2018
Q1 | $152K | Sell |
759
-268
| -26% | -$53.7K | 0.02% | 238 |
|
|
2017
Q4 | $215K | Sell |
1,027
-237
| -19% | -$49.6K | 0.03% | 208 |
|
|
2017
Q3 | $270K | Buy |
1,264
+34
| +3% | +$7.26K | 0.03% | 185 |
|
|
2017
Q2 | $256K | Buy |
1,230
+56
| +5% | +$11.7K | 0.03% | 185 |
|
|
2017
Q1 | $257K | Sell |
1,174
-18
| -2% | -$3.94K | 0.03% | 186 |
|
|
2016
Q4 | $266K | Buy |
1,192
+776
| +187% | +$173K | 0.04% | 172 |
|
|
2016
Q3 | $93 | Buy |
416
+131
| +46% | +$29 | 0.01% | 273 |
|
|
2016
Q2 | $73K | Sell |
285
-118
| -29% | -$30.2K | 0.01% | 295 |
|
|
2016
Q1 | $111K | Buy |
+403
| New | +$111K | 0.02% | 266 |
|