Wealthspire Advisors (Maryland)’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $281K | Buy |
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $323K | Buy |
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|
2019
Q2 | $310K | Buy |
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|
2019
Q1 | $280K | Buy |
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|
2018
Q4 | $256K | Sell |
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|
2018
Q3 | $280K | Sell |
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|
2018
Q2 | $331K | Buy |
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $310K | Buy |
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|
2017
Q3 | $212K | Buy |
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|
2017
Q2 | $204K | Buy |
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|
2017
Q1 | $164K | Buy |
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|
2016
Q4 | $160K | Buy |
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|
2016
Q3 | $153K | Sell |
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|
2016
Q2 | $178K | Sell |
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|
2016
Q1 | $193K | Buy |
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|
2015
Q4 | $41K | Buy |
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