WESPAC Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,016
| Closed | -$295K | – | 178 |
|
|
2024
Q1 | $295K | Hold |
1,016
| – | – | 0.17% | 141 |
|
|
2023
Q4 | $310K | Hold |
1,016
| – | – | 0.22% | 113 |
|
|
2023
Q3 | $268K | Buy |
+1,016
| New | +$268K | 0.2% | 116 |
|
|
2021
Q4 | – | Sell |
-1,016
| Closed | -$302K | – | 176 |
|
|
2021
Q3 | $302K | Buy |
+1,016
| New | +$302K | 0.19% | 133 |
|
|
2020
Q1 | – | Sell |
-1,107
| Closed | -$236K | – | 79 |
|
|
2019
Q4 | $236K | Hold |
1,107
| – | – | 0.23% | 88 |
|
|
2019
Q3 | $272K | Hold |
1,107
| – | – | 0.27% | 77 |
|
|
2019
Q2 | $264K | Hold |
1,107
| – | – | 0.2% | 92 |
|
|
2019
Q1 | $241K | Sell |
1,107
-18
| -2% | -$3.92K | 0.17% | 107 |
|
|
2018
Q4 | $228K | Hold |
1,125
| – | – | 0.22% | 89 |
|
|
2018
Q3 | $227K | Hold |
1,125
| – | – | 0.13% | 129 |
|
|
2018
Q2 | $255K | Hold |
1,125
| – | – | 0.26% | 92 |
|
|
2018
Q1 | $225K | Buy |
+1,125
| New | +$225K | 0.14% | 132 |
|
|
2017
Q4 | – | Sell |
-1,125
| Closed | -$241K | – | 134 |
|
|
2017
Q3 | $241K | Buy |
1,125
+18
| +2% | +$3.86K | 0.16% | 122 |
|
|
2017
Q2 | $231K | Sell |
1,107
-18
| -2% | -$3.76K | 0.16% | 120 |
|
|
2017
Q1 | $246K | Hold |
1,125
| – | – | 0.28% | 99 |
|
|
2016
Q4 | $251K | Sell |
1,125
-26
| -2% | -$5.8K | 0.28% | 94 |
|
|
2016
Q3 | $257K | Sell |
1,151
-4,112
| -78% | -$918K | 0.29% | 91 |
|
|
2016
Q2 | $1.35M | Buy |
5,263
+1,559
| +42% | +$398K | 1.39% | 25 |
|
|
2016
Q1 | $1.02M | Buy |
3,704
+2,597
| +235% | +$717K | 1.27% | 31 |
|
|
2015
Q4 | $274K | Hold |
1,107
| – | – | 0.32% | 72 |
|
|
2015
Q3 | $234K | Buy |
+1,107
| New | +$234K | 0.41% | 57 |
|