Windham Capital Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-874
| Closed | -$267K | – | 63 |
|
|
2023
Q4 | $267K | Buy |
874
+8
| +0.9% | +$2.44K | 0.1% | 80 |
|
|
2023
Q3 | $228K | Buy |
866
+10
| +1% | +$2.63K | 0.09% | 83 |
|
|
2023
Q2 | $250K | Hold |
856
| – | – | 0.1% | 83 |
|
|
2023
Q1 | $259K | Buy |
856
+38
| +5% | +$11.5K | 0.1% | 79 |
|
|
2022
Q4 | $229K | Hold |
818
| – | – | 0.09% | 73 |
|
|
2022
Q3 | $240K | Buy |
818
+19
| +2% | +$5.58K | 0.09% | 72 |
|
|
2022
Q2 | $250K | Hold |
799
| – | – | 0.06% | 71 |
|
|
2022
Q1 | $312K | Hold |
799
| – | – | 0.07% | 70 |
|
|
2021
Q4 | $299K | Hold |
799
| – | – | 0.06% | 71 |
|
|
2021
Q3 | $237K | Hold |
799
| – | – | 0.05% | 74 |
|
|
2021
Q2 | $240K | Buy |
+799
| New | +$240K | 0.05% | 70 |
|