Wimmer Associates 1’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-612
| Closed | -$223K | – | 113 |
|
|
2024
Q3 | $223K | Buy |
+612
| New | +$223K | 0.11% | 106 |
|
|
2023
Q1 | – | Sell |
-734
| Closed | -$206K | – | 108 |
|
|
2022
Q4 | $206K | Buy |
734
+12
| +2% | +$3.36K | 0.14% | 108 |
|
|
2022
Q3 | $224K | Buy |
722
+30
| +4% | +$9.31K | 0.15% | 107 |
|
|
2022
Q2 | $216K | Hold |
692
| – | – | 0.14% | 107 |
|
|
2022
Q1 | $270K | Hold |
692
| – | – | 0.15% | 103 |
|
|
2021
Q4 | $259K | Hold |
692
| – | – | 0.14% | 106 |
|
|
2021
Q3 | $206K | Sell |
692
-20
| -3% | -$5.95K | 0.12% | 119 |
|
|
2021
Q2 | $214K | Buy |
+712
| New | +$214K | 0.13% | 117 |
|
|
2016
Q3 | – | Sell |
-875
| Closed | -$224K | – | 112 |
|
|
2016
Q2 | $224K | Hold |
875
| – | – | 0.2% | 104 |
|
|
2016
Q1 | $241K | Buy |
+875
| New | +$241K | 0.22% | 97 |
|