Sigma Planning Corp’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-654
| Closed | -$238K | – | 1232 |
|
|
2024
Q3 | $238K | Buy |
+654
| New | +$238K | 0.01% | 1052 |
|
|
2024
Q2 | – | Sell |
-1,131
| Closed | -$328K | – | 1237 |
|
|
2024
Q1 | $328K | Buy |
1,131
+415
| +58% | +$120K | 0.01% | 915 |
|
|
2023
Q4 | $218K | Sell |
716
-175
| -20% | -$53.4K | 0.02% | 752 |
|
|
2023
Q3 | $235K | Buy |
891
+27
| +3% | +$7.12K | 0.01% | 1021 |
|
|
2023
Q2 | $252K | Sell |
864
-311
| -26% | -$90.9K | 0.01% | 1003 |
|
|
2023
Q1 | $355K | Sell |
1,175
-24
| -2% | -$7.26K | 0.01% | 942 |
|
|
2022
Q4 | $336K | Buy |
1,199
+58
| +5% | +$16.3K | 0.01% | 920 |
|
|
2022
Q3 | $334K | Buy |
1,141
+197
| +21% | +$57.7K | 0.01% | 902 |
|
|
2022
Q2 | $295K | Sell |
944
-549
| -37% | -$172K | 0.01% | 994 |
|
|
2022
Q1 | $583K | Sell |
1,493
-752
| -33% | -$294K | 0.02% | 774 |
|
|
2021
Q4 | $841K | Buy |
2,245
+821
| +58% | +$308K | 0.02% | 612 |
|
|
2021
Q3 | $423K | Buy |
1,424
+231
| +19% | +$68.6K | 0.01% | 882 |
|
|
2021
Q2 | $359K | Buy |
1,193
+95
| +9% | +$28.6K | 0.01% | 971 |
|
|
2021
Q1 | $271K | Sell |
1,098
-141
| -11% | -$34.8K | 0.01% | 1031 |
|
|
2020
Q4 | $286K | Sell |
1,239
-433
| -26% | -$100K | 0.01% | 908 |
|
|
2020
Q3 | $372K | Sell |
1,672
-1
| -0.1% | -$222 | 0.01% | 707 |
|
|
2020
Q2 | $321K | Sell |
1,673
-26
| -2% | -$4.99K | 0.01% | 747 |
|
|
2020
Q1 | $337K | Sell |
1,699
-603
| -26% | -$120K | 0.02% | 600 |
|
|
2019
Q4 | $490K | Sell |
2,302
-114
| -5% | -$24.3K | 0.02% | 596 |
|
|
2019
Q3 | $593K | Sell |
2,416
-531
| -18% | -$130K | 0.03% | 525 |
|
|
2019
Q2 | $702K | Buy |
2,947
+493
| +20% | +$117K | 0.04% | 446 |
|
|
2019
Q1 | $535K | Buy |
2,454
+1,056
| +76% | +$230K | 0.03% | 491 |
|
|
2018
Q4 | $283K | Buy |
1,398
+347
| +33% | +$70.2K | 0.02% | 611 |
|
|
2018
Q3 | $212K | Sell |
1,051
-415
| -28% | -$83.7K | 0.01% | 840 |
|
|
2018
Q2 | $333K | Sell |
1,466
-95
| -6% | -$21.6K | 0.02% | 596 |
|
|
2018
Q1 | $313K | Sell |
1,561
-71
| -4% | -$14.2K | 0.02% | 595 |
|
|
2017
Q4 | $341K | Buy |
1,632
+60
| +4% | +$12.5K | 0.03% | 551 |
|
|
2017
Q3 | $336K | Buy |
1,572
+18
| +1% | +$3.85K | 0.03% | 560 |
|
|
2017
Q2 | $324K | Sell |
1,554
-300
| -16% | -$62.5K | 0.03% | 544 |
|
|
2017
Q1 | $406K | Buy |
1,854
+28
| +2% | +$6.13K | 0.04% | 462 |
|
|
2016
Q4 | $408K | Buy |
1,826
+99
| +6% | +$22.1K | 0.04% | 411 |
|
|
2016
Q3 | $386K | Sell |
1,727
-58
| -3% | -$13K | 0.05% | 419 |
|
|
2016
Q2 | $456K | Buy |
1,785
+340
| +24% | +$86.9K | 0.06% | 349 |
|
|
2016
Q1 | $399K | Buy |
1,445
+31
| +2% | +$8.56K | 0.05% | 364 |
|
|
2015
Q4 | $350K | Buy |
+1,414
| New | +$350K | 0.05% | 403 |
|
|
2015
Q3 | – | Sell |
-1,604
| Closed | -$296K | – | 725 |
|
|
2015
Q2 | $296K | Buy |
1,604
+198
| +14% | +$36.5K | 0.04% | 492 |
|
|
2015
Q1 | $277K | Sell |
1,406
-165
| -11% | -$32.5K | 0.04% | 555 |
|
|
2014
Q4 | $290K | Buy |
+1,571
| New | +$290K | 0.04% | 509 |
|