Teamwork Financial Advisors’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 |
-828
| Closed | -$310K | – | 315 |
|
|
2021
Q4 | $310K | Sell |
828
-45
| -5% | -$16.8K | 0.06% | 233 |
|
|
2021
Q3 | $259K | Sell |
873
-26
| -3% | -$7.71K | 0.05% | 229 |
|
|
2021
Q2 | $270K | Sell |
899
-20
| -2% | -$6.01K | 0.06% | 212 |
|
|
2021
Q1 | $227K | Sell |
919
-123
| -12% | -$30.4K | 0.05% | 214 |
|
|
2020
Q4 | $241K | Sell |
1,042
-80
| -7% | -$18.5K | 0.06% | 180 |
|
|
2020
Q3 | $250K | Sell |
1,122
-33
| -3% | -$7.35K | 0.08% | 156 |
|
|
2020
Q2 | $222K | Buy |
+1,155
| New | +$222K | 0.08% | 166 |
|
|
2020
Q1 | – | Sell |
-1,186
| Closed | -$253K | – | 130 |
|
|
2019
Q4 | $253K | Buy |
+1,186
| New | +$253K | 0.15% | 95 |
|