Wintrust Investments’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 |
-56
| Closed | -$20K | – | 495 |
|
|
2024
Q3 | $20K | Buy |
+56
| New | +$20K | 0.01% | 484 |
|
|
2024
Q1 | – | Sell |
-700
| Closed | -$214K | – | 482 |
|
|
2023
Q4 | $214K | Buy |
+700
| New | +$214K | 0.02% | 415 |
|
|
2023
Q3 | – | Sell |
-693
| Closed | -$202K | – | 428 |
|
|
2023
Q2 | $202K | Buy |
+693
| New | +$202K | 0.02% | 410 |
|
|
2022
Q2 | – | Sell |
-597
| Closed | -$233K | – | 405 |
|
|
2022
Q1 | $233K | Buy |
597
+3
| +0.5% | +$1.17K | 0.02% | 366 |
|
|
2021
Q4 | $223K | Buy |
+594
| New | +$223K | 0.02% | 388 |
|