SWMG
Signature Wealth Management Group’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-596
| Closed | -$217K | – | 109 |
|
|
2024
Q3 | $217K | Buy |
+596
| New | +$217K | 0.09% | 102 |
|
|
2018
Q2 | – | Sell |
-3
| Closed | -$1K | – | 341 |
|
|
2018
Q1 | $1K | Sell |
3
-4
| -57% | -$1.33K | ﹤0.01% | 317 |
|
|
2017
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 356 |
|