WLIM
White Lighthouse Investment Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-750
| Closed | -$218K | – | 124 |
|
|
2024
Q1 | $218K | Hold |
750
| – | – | 0.04% | 119 |
|
|
2023
Q4 | $229K | Buy |
+750
| New | +$229K | 0.05% | 115 |
|
|
2023
Q3 | – | Sell |
-750
| Closed | -$219K | – | 119 |
|
|
2023
Q2 | $219K | Hold |
750
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $227K | Hold |
750
| – | – | 0.06% | 107 |
|
|
2022
Q4 | $210K | Hold |
750
| – | – | 0.06% | 111 |
|
|
2022
Q3 | $220K | Hold |
750
| – | – | 0.06% | 99 |
|
|
2022
Q2 | $235K | Sell |
750
-2
| -0.3% | -$627 | 0.07% | 101 |
|
|
2022
Q1 | $293K | Hold |
752
| – | – | 0.07% | 94 |
|
|
2021
Q4 | $282K | Buy |
752
+2
| +0.3% | +$750 | 0.07% | 100 |
|
|
2021
Q3 | $223K | Hold |
750
| – | – | 0.06% | 108 |
|
|
2021
Q2 | $226K | Buy |
+750
| New | +$226K | 0.06% | 110 |
|