WR Wealth Planners’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 | $5.69K | Buy |
19
+4
| +27% | +$1.2K | ﹤0.01% | 674 |
|
|
2024
Q3 | $5.46K | Hold |
15
| – | – | ﹤0.01% | 726 |
|
|
2024
Q2 | $4.32K | Buy |
15
+2
| +15% | +$575 | ﹤0.01% | 746 |
|
|
2024
Q1 | $3.77K | Buy |
+13
| New | +$3.77K | ﹤0.01% | 776 |
|
|
2023
Q4 | – | Sell |
-14
| Closed | -$3.69K | – | 681 |
|
|
2023
Q3 | $3.69K | Hold |
14
| – | – | ﹤0.01% | 714 |
|
|
2023
Q2 | $4.09K | Buy |
14
+12
| +600% | +$3.5K | ﹤0.01% | 705 |
|
|
2023
Q1 | $604 | Buy |
+2
| New | +$604 | ﹤0.01% | 853 |
|
|
2022
Q3 | – | Sell |
-66
| Closed | -$20.6K | – | 549 |
|
|
2022
Q2 | $20.6K | Hold |
66
| – | – | 0.01% | 222 |
|
|
2022
Q1 | $25.8K | Buy |
+66
| New | +$25.8K | 0.02% | 206 |
|