Concord Wealth Partners Public Storage Transaction History

Concord Wealth Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	BUY	$276.09 - $311.54 $71,231 - $80,377	258 New	258 $72,000
Q1 2022 Apr 20, 2022	BUY	$342.38 - $396.47 $21,227 - $24,581	62 Added 22.88%	333 $130,000
Q4 2021 Jan 21, 2022	BUY	$295.26 - $374.56 $80,015 - $101,505	271 New	271 $102,000
Q3 2021 Nov 09, 2021	SELL	$296.74 - $331.04 $76,558 - $85,408	-258 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$251.94 - $304.75 $1,007 - $1,219	-4 Reduced 1.53%	258 $78,000
Q1 2021 May 13, 2021	BUY	$213.82 - $247.99 $855 - $991	4 Added 1.55%	262 $65,000
Q4 2020 Feb 16, 2021	BUY	$216.58 - $236.23 $55,877 - $60,947	258 New	258 $60,000

1,221

134M

166K

204K

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $52.8B
Description
Public Storage, a member of the S&P 500 and FT Global 500, is a REIT that primarily acquires, develops, owns and operates self-storage facilities. At September 30, 2020, we had: (i) interests in 2,504 self-storage facilities located in 38 states with approximately 171 million net rentable square feet in the United States, (ii) an approximate...

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