West Family Investments’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-709
| Closed | -$207K | – | 252 |
|
|
2023
Q2 | $207K | Sell |
709
-202
| -22% | -$59K | 0.08% | 214 |
|
|
2023
Q1 | $275K | Hold |
911
| – | – | 0.11% | 142 |
|
|
2022
Q4 | $255K | Sell |
911
-1,571
| -63% | -$440K | 0.09% | 187 |
|
|
2022
Q3 | $727K | Sell |
2,482
-20
| -0.8% | -$5.86K | 0.3% | 72 |
|
|
2022
Q2 | $782K | Sell |
2,502
-222
| -8% | -$69.4K | 0.31% | 64 |
|
|
2022
Q1 | $1.06M | Hold |
2,724
| – | – | 0.3% | 61 |
|
|
2021
Q4 | $1.02M | Sell |
2,724
-437
| -14% | -$164K | 0.28% | 64 |
|
|
2021
Q3 | $939K | Buy |
3,161
+360
| +13% | +$107K | 0.24% | 74 |
|
|
2021
Q2 | $842K | Buy |
+2,801
| New | +$842K | 0.23% | 71 |
|