Trek 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
Q4 | – | Sell |
-4,774
| Closed | -$1.26M | – | 348 |
|
|
2023
Q3 | $1.26M | Buy |
+4,774
| New | +$1.26M | 0.12% | 118 |
|
|
2023
Q2 | – | Sell |
-2,984
| Closed | -$902K | – | 301 |
|
|
2023
Q1 | $902K | Sell |
2,984
-4,750
| -61% | -$1.44M | 0.08% | 115 |
|
|
2022
Q4 | $2.17M | Buy |
7,734
+3,940
| +104% | +$1.1M | 0.22% | 87 |
|
|
2022
Q3 | $1.11M | Buy |
+3,794
| New | +$1.11M | 0.12% | 94 |
|
|
2022
Q2 | – | Sell |
-635
| Closed | -$248K | – | 256 |
|
|
2022
Q1 | $248K | Sell |
635
-299
| -32% | -$117K | 0.02% | 189 |
|
|
2021
Q4 | $350K | Buy |
934
+152
| +19% | +$57K | 0.03% | 151 |
|
|
2021
Q3 | $232K | Sell |
782
-608
| -44% | -$180K | 0.02% | 181 |
|
|
2021
Q2 | $418K | Buy |
+1,390
| New | +$418K | 0.04% | 123 |
|