Ropes Wealth Advisors LLC
- SEC CIK
- 0001641652
- Latest filing
- Oct 19, 2023
PSA holding history
Public Storage in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PSA overviewAll 13F holders of PSAFull Q3 2023 holdings
- Shares (Q4 2022)
- 0
- Sold out in Q4 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | 0.0% | −689−100.0% | Sold out | Holders |
| Q3 2022 | 689 | $202.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 689 | $215.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 689 | $269.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 689 | $258.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 689 | $205.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 689 | $207.0K | <0.1% | +689 | New | Holders |