Wealthcare Advisory Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-210
| Closed | -$52K | – | 1517 |
|
|
2021
Q1 | $52K | Buy |
+210
| New | +$52K | ﹤0.01% | 858 |
|
|
2020
Q2 | – | Sell |
-199
| Closed | -$39K | – | 1089 |
|
|
2020
Q1 | $39K | Buy |
199
+5
| +3% | +$980 | 0.01% | 563 |
|
|
2019
Q4 | $41K | Buy |
194
+89
| +85% | +$18.8K | 0.01% | 592 |
|
|
2019
Q3 | $26K | Hold |
105
| – | – | ﹤0.01% | 681 |
|
|
2019
Q2 | $25K | Hold |
105
| – | – | ﹤0.01% | 675 |
|
|
2019
Q1 | $23K | Sell |
105
-222
| -68% | -$48.6K | ﹤0.01% | 624 |
|
|
2018
Q4 | $66K | Hold |
327
| – | – | 0.01% | 384 |
|
|
2018
Q3 | $66K | Buy |
327
+36
| +12% | +$7.27K | 0.01% | 413 |
|
|
2018
Q2 | $66K | Hold |
291
| – | – | 0.01% | 410 |
|
|
2018
Q1 | $58K | Buy |
291
+60
| +26% | +$12K | 0.01% | 372 |
|
|
2017
Q4 | $48K | Buy |
231
+1
| +0.4% | +$208 | 0.01% | 378 |
|
|
2017
Q3 | $49K | Buy |
+230
| New | +$49K | 0.01% | 305 |
|