TrueWealth LLC’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $98K | Hold |
509
| – | – | 0.04% | 205 |
|
|
2020
Q1 | $101K | Hold |
509
| – | – | 0.05% | 184 |
|
|
2019
Q4 | $108K | Sell |
509
-24
| -5% | -$5.09K | 0.04% | 193 |
|
|
2019
Q3 | $131K | Buy |
+533
| New | +$131K | 0.06% | 172 |
|
|
2019
Q2 | – | Hold |
0
| – | -$116K | – | 175 |
|
|
2019
Q1 | – | Hold |
0
| – | -$108K | – | 182 |
|
|
2018
Q4 | – | Hold |
0
| – | -$113K | – | 180 |
|
|
2018
Q3 | – | Hold |
0
| – | -$127K | – | 184 |
|
|
2018
Q2 | – | Hold |
0
| – | -$112K | – | 178 |
|
|
2018
Q1 | – | Hold |
0
| – | -$127K | – | 181 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 184 |
|