Valley Brook Capital Group’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,875
| Closed | -$244K | – | 119 |
|
|
2024
Q1 | $244K | Sell |
4,875
-1,000
| -17% | -$50K | 0.19% | 102 |
|
|
2023
Q4 | $270K | Buy |
+5,875
| New | +$270K | 0.24% | 90 |
|
|
2021
Q2 | – | Sell |
-425
| Closed | -$104K | – | 346 |
|
|
2021
Q1 | $104K | Hold |
425
| – | – | 0.09% | 157 |
|
|
2020
Q4 | $98K | Buy |
+425
| New | +$98K | 0.1% | 147 |
|