Tradition Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-260
| Closed | -$79K | – | 982 |
|
|
2023
Q4 | $79K | Sell |
260
-13
| -5% | -$3.95K | 0.01% | 526 |
|
|
2023
Q3 | $72K | Sell |
273
-2
| -0.7% | -$527 | 0.01% | 522 |
|
|
2023
Q2 | $80K | Buy |
275
+15
| +6% | +$4.36K | 0.01% | 507 |
|
|
2023
Q1 | $79K | Sell |
260
-5
| -2% | -$1.52K | 0.01% | 505 |
|
|
2022
Q4 | $74K | Buy |
265
+7
| +3% | +$1.96K | 0.01% | 442 |
|
|
2022
Q3 | $76K | Buy |
258
+1
| +0.4% | +$295 | 0.01% | 415 |
|
|
2022
Q2 | $80K | Hold |
257
| – | – | 0.01% | 386 |
|
|
2022
Q1 | $100K | Sell |
257
-4
| -2% | -$1.56K | 0.01% | 398 |
|
|
2021
Q4 | $98K | Buy |
261
+4
| +2% | +$1.5K | 0.01% | 403 |
|
|
2021
Q3 | $76K | Hold |
257
| – | – | 0.01% | 415 |
|
|
2021
Q2 | $77K | Hold |
257
| – | – | 0.01% | 439 |
|
|
2021
Q1 | $63K | Hold |
257
| – | – | 0.01% | 393 |
|
|
2020
Q4 | $59K | Buy |
+257
| New | +$59K | 0.01% | 377 |
|