Schubert & Co’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-150
| Closed | -$45.3K | – | 1147 |
|
2023
Q1 | $45.3K | Buy |
150
+2
| +1% | +$604 | 0.04% | 75 |
|
2022
Q4 | $41.6K | Sell |
148
-49
| -25% | -$13.8K | 0.04% | 69 |
|
2022
Q3 | $58K | Buy |
197
+3
| +2% | +$883 | 0.06% | 64 |
|
2022
Q2 | $61K | Buy |
194
+1
| +0.5% | +$314 | 0.06% | 66 |
|
2022
Q1 | $75K | Hold |
193
| – | – | 0.08% | 43 |
|
2021
Q4 | $72K | Buy |
+193
| New | +$72K | 0.07% | 41 |
|