Institute For Wealth Management, Llc. Public Storage Transaction History

Institute For Wealth Management, Llc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 20, 2023	BUY	$271.18 - $311.46 $187,385 - $215,218	691 New	691 $208,000
Q2 2022 Jul 25, 2022	BUY	$297.48 - $419.9 $4,462 - $6,298	15 Added 2.22%	691 $216,000
Q4 2021 Jan 21, 2022	SELL	$295.26 - $374.56 $16,239 - $20,600	-55 Reduced 7.52%	676 $253,000
Q3 2021 Nov 15, 2021	BUY	$296.74 - $331.04 $16,023 - $17,876	54 Added 7.98%	731 $217,000
Q2 2021 Jul 21, 2021	BUY	$251.94 - $304.75 $170,563 - $206,315	677 New	677 $204,000
Q1 2020 Apr 29, 2020	SELL	$160.61 - $232.82 $169,604 - $245,857	-1,056 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$204.25 - $247.33 $169,731 - $205,531	831 Added 369.33%	1,056 $225,000
Q4 2019 Jan 27, 2020	SELL	$204.25 - $247.33 $169,731 - $205,531	-831 Reduced 78.69%	225 $225,000
Q3 2019 Oct 28, 2019	SELL	$236.45 - $264.74 $121,062 - $135,546	-512 Reduced 32.65%	1,056 $259,000
Q1 2019 May 15, 2019	SELL	$195.06 - $224.24 $4,096 - $4,709	-21 Reduced 1.32%	1,568 $341,000
Q4 2018 Feb 08, 2019	BUY	$195.68 - $216.23 $310,935 - $343,589	1,589 New	1,589 $318,000
Q1 2018 May 15, 2018	SELL	$180.49 - $206.77 $284,091 - $325,455	-1,574 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$203.72 - $218.56 $320,655 - $344,013	1,574 New	1,574 $329,000
Q3 2017 Nov 14, 2017	SELL	$196.29 - $218.31 $320,148 - $356,063	-1,631 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	1,631	1,631 $340,000

1,205

134M

168K

209K

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $53.2B
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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