Silver Oak Securities’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 |
-691
| Closed | -$247K | – | 654 |
|
|
2024
Q3 | $247K | Buy |
691
+45
| +7% | +$16.1K | 0.03% | 458 |
|
|
2024
Q2 | $186K | Buy |
+646
| New | +$186K | 0.03% | 389 |
|
|
2024
Q1 | – | Sell |
-689
| Closed | -$210K | – | 529 |
|
|
2023
Q4 | $210K | Buy |
+689
| New | +$210K | 0.03% | 454 |
|
|
2022
Q3 | – | Sell |
-646
| Closed | -$206K | – | 486 |
|
|
2022
Q2 | $206K | Hold |
646
| – | – | 0.05% | 258 |
|
|
2022
Q1 | $264K | Buy |
+646
| New | +$264K | 0.05% | 252 |
|