Aspiriant LLC’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 | $210K | Buy |
+717
| New | +$210K | 0.01% | 300 |
|
|
2018
Q4 | – | Sell |
-994
| Closed | -$200K | – | 247 |
|
|
2018
Q3 | $200K | Hold |
994
| – | – | 0.02% | 232 |
|
|
2018
Q2 | $225K | Buy |
+994
| New | +$225K | 0.02% | 232 |
|
|
2017
Q4 | – | Sell |
-994
| Closed | -$213K | – | 150 |
|
|
2017
Q3 | $213K | Sell |
994
-20
| -2% | -$4.29K | 0.02% | 191 |
|
|
2017
Q2 | $211K | Hold |
1,014
| – | – | 0.02% | 195 |
|
|
2017
Q1 | $222K | Buy |
+1,014
| New | +$222K | 0.02% | 195 |
|
|
2016
Q4 | – | Sell |
-1,006
| Closed | -$224K | – | 188 |
|
|
2016
Q3 | $224K | Hold |
1,006
| – | – | 0.02% | 175 |
|
|
2016
Q2 | $257K | Buy |
+1,006
| New | +$257K | 0.02% | 165 |
|