TVWM
Tower View Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-797
| Closed | -$233K | – | 189 |
|
|
2023
Q2 | $233K | Sell |
797
-181
| -19% | -$52.9K | 0.16% | 54 |
|
|
2023
Q1 | $296K | Buy |
978
+43
| +5% | +$13K | 0.2% | 55 |
|
|
2022
Q4 | $262K | Buy |
935
+107
| +13% | +$30K | 0.18% | 57 |
|
|
2022
Q3 | $242K | Buy |
828
+11
| +1% | +$3.22K | 0.18% | 57 |
|
|
2022
Q2 | $255K | Buy |
817
+4
| +0.5% | +$1.25K | 0.19% | 58 |
|
|
2022
Q1 | $317K | Hold |
813
| – | – | 0.17% | 70 |
|
|
2021
Q4 | $305K | Buy |
813
+1
| +0.1% | +$375 | 0.16% | 70 |
|
|
2021
Q3 | $241K | Sell |
812
-197
| -20% | -$58.5K | 0.13% | 73 |
|
|
2021
Q2 | $303K | Sell |
1,009
-36
| -3% | -$10.8K | 0.15% | 77 |
|
|
2021
Q1 | $258K | Sell |
1,045
-36
| -3% | -$8.89K | 0.14% | 81 |
|
|
2020
Q4 | $250K | Buy |
1,081
+24
| +2% | +$5.55K | 0.14% | 76 |
|
|
2020
Q3 | $235K | Buy |
1,057
+65
| +7% | +$14.5K | 0.15% | 71 |
|
|
2020
Q2 | $190K | Buy |
992
+206
| +26% | +$39.5K | 0.14% | 66 |
|
|
2020
Q1 | $156K | Buy |
786
+29
| +4% | +$5.76K | 0.14% | 59 |
|
|
2019
Q4 | $161K | Buy |
757
+59
| +8% | +$12.5K | 0.12% | 65 |
|
|
2019
Q3 | $171K | Buy |
698
+75
| +12% | +$18.4K | 0.14% | 61 |
|
|
2019
Q2 | $148K | Buy |
623
+45
| +8% | +$10.7K | 0.13% | 63 |
|
|
2019
Q1 | $126K | Buy |
578
+135
| +30% | +$29.4K | 0.11% | 63 |
|
|
2018
Q4 | $90K | Buy |
443
+19
| +4% | +$3.86K | 0.09% | 63 |
|
|
2018
Q3 | $85K | Buy |
424
+19
| +5% | +$3.81K | 0.07% | 77 |
|
|
2018
Q2 | $92K | Sell |
405
-43
| -10% | -$9.77K | 0.09% | 72 |
|
|
2018
Q1 | $90K | Sell |
448
-26
| -5% | -$5.22K | 0.09% | 74 |
|
|
2017
Q4 | $99K | Buy |
+474
| New | +$99K | 0.09% | 77 |
|