Stonebridge Financial Planning Group’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-23
| Closed | -$8K | – | 301 |
|
2021
Q4 | $8K | Hold |
23
| – | – | ﹤0.01% | 350 |
|
2021
Q3 | $8K | Hold |
23
| – | – | ﹤0.01% | 359 |
|
2021
Q2 | $7K | Hold |
23
| – | – | ﹤0.01% | 374 |
|
2021
Q1 | $6K | Hold |
23
| – | – | ﹤0.01% | 382 |
|
2020
Q4 | $5K | Hold |
23
| – | – | ﹤0.01% | 364 |
|
2020
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 356 |
|
2020
Q2 | $5K | Buy |
+23
| New | +$5K | ﹤0.01% | 358 |
|