Summit X LLC’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,046
| Closed | -$304K | – | 241 |
|
|
2024
Q1 | $304K | Sell |
1,046
-4
| -0.4% | -$1.16K | 0.08% | 153 |
|
|
2023
Q4 | $320K | Buy |
1,050
+1
| +0.1% | +$305 | 0.09% | 139 |
|
|
2023
Q3 | $277K | Buy |
1,049
+11
| +1% | +$2.9K | 0.09% | 141 |
|
|
2023
Q2 | $303K | Hold |
1,038
| – | – | 0.07% | 214 |
|
|
2023
Q1 | $314K | Sell |
1,038
-63
| -6% | -$19K | 0.08% | 201 |
|
|
2022
Q4 | $345K | Sell |
1,101
-47
| -4% | -$14.7K | 0.1% | 195 |
|
|
2022
Q3 | $333K | Buy |
1,148
+46
| +4% | +$13.3K | 0.1% | 195 |
|
|
2022
Q2 | $348K | Buy |
1,102
+19
| +2% | +$6K | 0.1% | 193 |
|
|
2022
Q1 | $422K | Hold |
1,083
| – | – | 0.1% | 184 |
|
|
2021
Q4 | $405K | Hold |
1,083
| – | – | 0.09% | 193 |
|
|
2021
Q3 | $320K | Buy |
1,083
+5
| +0.5% | +$1.48K | 0.08% | 212 |
|
|
2021
Q2 | $326K | Hold |
1,078
| – | – | 0.08% | 213 |
|
|
2021
Q1 | $266K | Buy |
1,078
+46
| +4% | +$11.4K | 0.07% | 230 |
|
|
2020
Q4 | $239K | Buy |
1,032
+73
| +8% | +$16.9K | 0.07% | 223 |
|
|
2020
Q3 | $4.45K | Buy |
+959
| New | +$4.45K | 0.07% | 127 |
|