Symphony Financial’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,216
| Closed | -$639K | – | 183 |
|
|
2023
Q2 | $639K | Sell |
2,216
-434
| -16% | -$125K | 0.16% | 109 |
|
|
2023
Q1 | $782K | Sell |
2,650
-452
| -15% | -$133K | 0.2% | 99 |
|
|
2022
Q4 | $865K | Buy |
3,102
+394
| +15% | +$110K | 0.23% | 83 |
|
|
2022
Q3 | $778K | Buy |
2,708
+34
| +1% | +$9.77K | 0.25% | 88 |
|
|
2022
Q2 | $832K | Sell |
2,674
-567
| -17% | -$176K | 0.25% | 85 |
|
|
2022
Q1 | $1.31M | Buy |
3,241
+1,207
| +59% | +$487K | 0.31% | 66 |
|
|
2021
Q4 | $743K | Buy |
2,034
+970
| +91% | +$354K | 0.21% | 87 |
|
|
2021
Q3 | $322K | Buy |
+1,064
| New | +$322K | 0.11% | 130 |
|