Advisornet Financial’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $182K | Buy |
620
+1
| +0.2% | +$293 | 0.01% | 597 |
|
2025
Q1 | $185K | Buy |
619
+8
| +1% | +$2.39K | 0.01% | 562 |
|
2024
Q4 | $183K | Sell |
611
-418
| -41% | -$125K | 0.02% | 527 |
|
2024
Q3 | $374K | Buy |
1,029
+8
| +0.8% | +$2.91K | 0.03% | 384 |
|
2024
Q2 | $294K | Sell |
1,021
-118
| -10% | -$33.9K | 0.03% | 403 |
|
2024
Q1 | $330K | Hold |
1,139
| – | – | 0.03% | 375 |
|
2023
Q4 | $347K | Buy |
1,139
+35
| +3% | +$10.7K | 0.03% | 379 |
|
2023
Q3 | $291K | Sell |
1,104
-7
| -0.6% | -$1.85K | 0.03% | 387 |
|
2023
Q2 | $324K | Sell |
1,111
-1
| -0.1% | -$292 | 0.03% | 384 |
|
2023
Q1 | $336K | Sell |
1,112
-9
| -0.8% | -$2.72K | 0.03% | 363 |
|
2022
Q4 | $314K | Sell |
1,121
-56
| -5% | -$15.7K | 0.03% | 384 |
|
2022
Q3 | $345K | Buy |
1,177
+9
| +0.8% | +$2.64K | 0.03% | 391 |
|
2022
Q2 | $365K | Buy |
1,168
+43
| +4% | +$13.4K | 0.04% | 374 |
|
2022
Q1 | $439K | Buy |
1,125
+12
| +1% | +$4.68K | 0.03% | 391 |
|
2021
Q4 | $417K | Buy |
1,113
+29
| +3% | +$10.9K | 0.03% | 429 |
|
2021
Q3 | $322K | Hold |
1,084
| – | – | 0.02% | 448 |
|
2021
Q2 | $326K | Hold |
1,084
| – | – | 0.02% | 460 |
|
2021
Q1 | $267K | Hold |
1,084
| – | – | 0.02% | 479 |
|
2020
Q4 | $250K | Sell |
1,084
-649
| -37% | -$150K | 0.02% | 446 |
|
2020
Q3 | $386K | Hold |
1,733
| – | – | 0.03% | 374 |
|
2020
Q2 | $333K | Hold |
1,733
| – | – | 0.03% | 412 |
|
2020
Q1 | $344K | Sell |
1,733
-23
| -1% | -$4.57K | 0.03% | 376 |
|
2019
Q4 | $374K | Sell |
1,756
-21
| -1% | -$4.47K | 0.03% | 381 |
|
2019
Q3 | $436K | Buy |
1,777
+485
| +38% | +$119K | 0.04% | 354 |
|
2019
Q2 | $308K | Buy |
1,292
+113
| +10% | +$26.9K | 0.03% | 388 |
|
2019
Q1 | $257K | Sell |
1,179
-21
| -2% | -$4.58K | 0.03% | 387 |
|
2018
Q4 | $243K | Buy |
1,200
+442
| +58% | +$89.5K | 0.03% | 370 |
|
2018
Q3 | $153K | Sell |
758
-683
| -47% | -$138K | 0.02% | 461 |
|
2018
Q2 | $327K | Buy |
+1,441
| New | +$327K | 0.04% | 306 |
|