Simplicity Solutions’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $358K | Sell |
1,173
-207
| -15% | -$63.1K | 0.01% | 780 |
|
|
2023
Q3 | $364K | Sell |
1,380
-545
| -28% | -$144K | 0.01% | 697 |
|
|
2023
Q2 | $562K | Sell |
1,925
-226
| -11% | -$66K | 0.02% | 631 |
|
|
2023
Q1 | $650K | Buy |
2,151
+1,154
| +116% | +$349K | 0.02% | 610 |
|
|
2022
Q4 | $279K | Buy |
997
+152
| +18% | +$42.6K | 0.04% | 504 |
|
|
2022
Q3 | $247K | Buy |
845
+91
| +12% | +$26.6K | 0.04% | 525 |
|
|
2022
Q2 | $236K | Sell |
754
-591
| -44% | -$185K | 0.03% | 519 |
|
|
2022
Q1 | $525K | Buy |
1,345
+89
| +7% | +$34.7K | 0.06% | 299 |
|
|
2021
Q4 | $470K | Buy |
+1,256
| New | +$470K | 0.05% | 408 |
|
|
2021
Q1 | – | Sell |
-10,077
| Closed | -$2.33M | – | 843 |
|
|
2020
Q4 | $2.33M | Buy |
10,077
+235
| +2% | +$54.3K | 0.03% | 351 |
|
|
2020
Q3 | $2.19M | Sell |
9,842
-1,618
| -14% | -$360K | 0.04% | 311 |
|
|
2020
Q2 | $2.2M | Buy |
11,460
+356
| +3% | +$68.3K | 0.04% | 294 |
|
|
2020
Q1 | $2.21M | Buy |
11,104
+2,761
| +33% | +$549K | 0.07% | 213 |
|
|
2019
Q4 | $1.78M | Buy |
8,343
+1,787
| +27% | +$381K | 0.05% | 263 |
|
|
2019
Q3 | $1.61M | Buy |
6,556
+67
| +1% | +$16.4K | 0.07% | 214 |
|
|
2019
Q2 | $1.55M | Buy |
6,489
+2,839
| +78% | +$676K | 0.07% | 190 |
|
|
2019
Q1 | $795K | Buy |
3,650
+1,004
| +38% | +$219K | 0.05% | 292 |
|
|
2018
Q4 | $536K | Sell |
2,646
-3,253
| -55% | -$659K | 0.07% | 295 |
|
|
2018
Q3 | $1.19M | Buy |
5,899
+1,254
| +27% | +$253K | 0.07% | 150 |
|
|
2018
Q2 | $1.05M | Buy |
4,645
+547
| +13% | +$124K | 0.08% | 140 |
|
|
2018
Q1 | $821K | Buy |
4,098
+2,645
| +182% | +$530K | 0.07% | 156 |
|
|
2017
Q4 | $304K | Buy |
+1,453
| New | +$304K | 0.03% | 291 |
|
|
2017
Q3 | – | Sell |
-1,258
| Closed | -$262K | – | 336 |
|
|
2017
Q2 | $262K | Buy |
+1,258
| New | +$262K | 0.03% | 345 |
|