Arkadios Wealth Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
1,706
-9
| -0.5% | -$2.64K | 0.01% | 827 |
|
|
2025
Q1 | $513K | Buy |
1,715
+330
| +24% | +$98.7K | 0.02% | 695 |
|
|
2024
Q4 | $415K | Sell |
1,385
-24
| -2% | -$7.19K | 0.02% | 621 |
|
|
2024
Q3 | $513K | Sell |
1,409
-97
| -6% | -$35.3K | 0.03% | 531 |
|
|
2024
Q2 | $433K | Buy |
+1,506
| New | +$433K | 0.03% | 506 |
|
|
2023
Q4 | – | Sell |
-1,004
| Closed | -$265K | – | 746 |
|
|
2023
Q3 | $265K | Buy |
1,004
+18
| +2% | +$4.74K | 0.03% | 533 |
|
|
2023
Q2 | $288K | Buy |
986
+96
| +11% | +$28K | 0.03% | 458 |
|
|
2023
Q1 | $269K | Buy |
+890
| New | +$269K | 0.03% | 472 |
|
|
2022
Q2 | – | Sell |
-658
| Closed | -$257K | – | 587 |
|
|
2022
Q1 | $257K | Sell |
658
-150
| -19% | -$58.6K | 0.03% | 461 |
|
|
2021
Q4 | $303K | Buy |
808
+121
| +18% | +$45.4K | 0.04% | 444 |
|
|
2021
Q3 | $204K | Buy |
687
+235
| +52% | +$69.8K | 0.03% | 501 |
|
|
2021
Q2 | $136K | Buy |
452
+329
| +267% | +$99K | 0.02% | 639 |
|
|
2021
Q1 | $30K | Buy |
123
+97
| +373% | +$23.7K | ﹤0.01% | 845 |
|
|
2020
Q4 | $6K | Sell |
26
-244
| -90% | -$56.3K | ﹤0.01% | 1089 |
|
|
2020
Q3 | $63K | Buy |
270
+4
| +2% | +$933 | 0.03% | 366 |
|
|
2020
Q2 | $51.6K | Buy |
+266
| New | +$51.6K | 0.03% | 368 |
|