Wealthspire Advisors (Maryland)’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $231K | Sell |
1,037
-217
| -17% | -$48.3K | 0.01% | 414 |
|
|
2020
Q2 | $241K | Sell |
1,254
-159
| -11% | -$30.6K | 0.02% | 377 |
|
|
2020
Q1 | $281K | Buy |
1,413
+106
| +8% | +$21.1K | 0.02% | 313 |
|
|
2019
Q4 | $278K | Sell |
1,307
-8
| -0.6% | -$1.7K | 0.02% | 398 |
|
|
2019
Q3 | $323K | Buy |
1,315
+13
| +1% | +$3.19K | 0.02% | 330 |
|
|
2019
Q2 | $310K | Buy |
1,302
+18
| +1% | +$4.29K | 0.02% | 342 |
|
|
2019
Q1 | $280K | Buy |
1,284
+19
| +2% | +$4.14K | 0.02% | 375 |
|
|
2018
Q4 | $256K | Sell |
1,265
-123
| -9% | -$24.9K | 0.02% | 356 |
|
|
2018
Q3 | $280K | Sell |
1,388
-70
| -5% | -$14.1K | 0.02% | 379 |
|
|
2018
Q2 | $331K | Buy |
1,458
+27
| +2% | +$6.13K | 0.03% | 332 |
|
|
2018
Q1 | $287K | Sell |
1,431
-51
| -3% | -$10.2K | 0.03% | 370 |
|
|
2017
Q4 | $310K | Buy |
1,482
+493
| +50% | +$103K | 0.03% | 359 |
|
|
2017
Q3 | $212K | Buy |
989
+9
| +0.9% | +$1.93K | 0.02% | 454 |
|
|
2017
Q2 | $204K | Buy |
980
+230
| +31% | +$47.9K | 0.02% | 445 |
|
|
2017
Q1 | $164K | Buy |
750
+32
| +4% | +$7K | 0.02% | 458 |
|
|
2016
Q4 | $160K | Buy |
718
+34
| +5% | +$7.58K | 0.02% | 428 |
|
|
2016
Q3 | $153K | Sell |
684
-14
| -2% | -$3.13K | 0.02% | 460 |
|
|
2016
Q2 | $178K | Sell |
698
-3
| -0.4% | -$765 | 0.03% | 397 |
|
|
2016
Q1 | $193K | Buy |
701
+535
| +322% | +$147K | 0.03% | 370 |
|
|
2015
Q4 | $41K | Buy |
+166
| New | +$41K | 0.01% | 773 |
|