WESPAC Advisors SoCal’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-50
| Closed | -$10K | – | 243 |
|
|
2019
Q1 | $10K | Hold |
50
| – | – | 0.01% | 232 |
|
|
2018
Q4 | $10K | Hold |
50
| – | – | 0.01% | 240 |
|
|
2018
Q3 | $10K | Buy |
+50
| New | +$10K | 0.01% | 238 |
|
|
2018
Q2 | – | Sell |
-50
| Closed | -$10K | – | 211 |
|
|
2018
Q1 | $10K | Hold |
50
| – | – | 0.01% | 194 |
|
|
2017
Q4 | $10K | Sell |
50
-100
| -67% | -$20K | 0.01% | 190 |
|
|
2017
Q3 | $32K | Hold |
150
| – | – | 0.02% | 138 |
|
|
2017
Q2 | $31K | Buy |
+150
| New | +$31K | 0.02% | 131 |
|