Wealthcare Capital Management’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 |
-82
| Closed | -$20K | – | 530 |
|
2021
Q1 | $20K | Buy |
+82
| New | +$20K | ﹤0.01% | 212 |
|
2020
Q1 | – | Sell |
-17
| Closed | -$4K | – | 542 |
|
2019
Q4 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 325 |
|
2015
Q2 | – | Sell |
-77
| Closed | -$15K | – | 749 |
|
2015
Q1 | $15K | Buy |
+77
| New | +$15K | ﹤0.01% | 447 |
|