TAIM
TD Ameritrade Investment Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-62
| Closed | -$18K | – | 360 |
|
|
2023
Q2 | $18K | Sell |
62
-18
| -23% | -$5.23K | ﹤0.01% | 288 |
|
|
2023
Q1 | $24K | Sell |
80
-40
| -33% | -$12K | ﹤0.01% | 287 |
|
|
2022
Q4 | $34K | Buy |
+120
| New | +$34K | ﹤0.01% | 282 |
|
|
2022
Q3 | – | Sell |
-217
| Closed | -$68K | – | 630 |
|
|
2022
Q2 | $68K | Sell |
217
-131
| -38% | -$41.1K | ﹤0.01% | 277 |
|
|
2022
Q1 | $136K | Sell |
348
-30
| -8% | -$11.7K | ﹤0.01% | 266 |
|
|
2021
Q4 | $142K | Buy |
378
+334
| +759% | +$125K | ﹤0.01% | 265 |
|
|
2021
Q3 | $10K | Sell |
44
-365
| -89% | -$83K | ﹤0.01% | 443 |
|
|
2021
Q2 | $123K | Buy |
409
+350
| +593% | +$105K | ﹤0.01% | 268 |
|
|
2021
Q1 | $14K | Hold |
59
| – | – | ﹤0.01% | 433 |
|
|
2020
Q4 | $14K | Buy |
59
+15
| +34% | +$3.56K | ﹤0.01% | 433 |
|
|
2020
Q3 | $10K | Buy |
44
+2
| +5% | +$455 | ﹤0.01% | 443 |
|
|
2020
Q2 | $8K | Buy |
+42
| New | +$8K | ﹤0.01% | 457 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 704 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 676 |
|
|
2019
Q1 | $0 | Sell |
2
-37
| -95% | – | ﹤0.01% | 611 |
|
|
2018
Q4 | $8K | Buy |
39
+1
| +3% | +$205 | ﹤0.01% | 389 |
|
|
2018
Q3 | $8K | Buy |
38
+19
| +100% | +$4K | ﹤0.01% | 355 |
|
|
2018
Q2 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 282 |
|