Wealthfront’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.46M | Sell |
7,226
-108
| -1% | -$21.8K | 0.01% | 189 |
|
|
2018
Q2 | $1.66M | Sell |
7,334
-131
| -2% | -$29.7K | 0.02% | 151 |
|
|
2018
Q1 | $1.5M | Buy |
7,465
+1,768
| +31% | +$354K | 0.02% | 175 |
|
|
2017
Q4 | $1.19M | Buy |
5,697
+2,154
| +61% | +$450K | 0.01% | 199 |
|
|
2017
Q3 | $758K | Buy |
3,543
+222
| +7% | +$47.5K | 0.01% | 244 |
|
|
2017
Q2 | $693K | Buy |
3,321
+591
| +22% | +$123K | 0.01% | 207 |
|
|
2017
Q1 | $598K | Buy |
2,730
+106
| +4% | +$23.2K | 0.01% | 195 |
|
|
2016
Q4 | $586K | Buy |
2,624
+129
| +5% | +$28.8K | 0.01% | 170 |
|
|
2016
Q3 | $557K | Buy |
2,495
+104
| +4% | +$23.2K | 0.01% | 167 |
|
|
2016
Q2 | $611K | Sell |
2,391
-48
| -2% | -$12.3K | 0.02% | 143 |
|
|
2016
Q1 | $673K | Buy |
2,439
+105
| +4% | +$29K | 0.02% | 115 |
|
|
2015
Q4 | $578K | Buy |
2,334
+73
| +3% | +$18.1K | 0.02% | 126 |
|
|
2015
Q3 | $478K | Buy |
2,261
+1,110
| +96% | +$235K | 0.02% | 136 |
|
|
2015
Q2 | $212K | Buy |
1,151
+88
| +8% | +$16.2K | 0.01% | 255 |
|
|
2015
Q1 | $210K | Buy |
1,063
+452
| +74% | +$89.3K | 0.01% | 236 |
|
|
2014
Q4 | $113K | Buy |
611
+123
| +25% | +$22.7K | 0.01% | 337 |
|
|
2014
Q3 | $81K | Sell |
488
-59
| -11% | -$9.79K | 0.01% | 325 |
|
|
2014
Q2 | $93K | Buy |
547
+197
| +56% | +$33.5K | 0.01% | 242 |
|
|
2014
Q1 | $59K | Buy |
+350
| New | +$59K | 0.01% | 225 |
|