ADL
Asset Dedication LLC’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9K | Buy |
95
+50
| +111% | +$14.7K | ﹤0.01% | 618 |
|
|
2025
Q1 | $13.5K | Hold |
45
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $13.5K | Hold |
45
| – | – | ﹤0.01% | 724 |
|
|
2024
Q3 | $16.4K | Hold |
45
| – | – | ﹤0.01% | 726 |
|
|
2024
Q2 | $12.9K | Hold |
45
| – | – | ﹤0.01% | 773 |
|
|
2024
Q1 | $13K | Hold |
45
| – | – | ﹤0.01% | 653 |
|
|
2023
Q4 | $14K | Hold |
45
| – | – | ﹤0.01% | 632 |
|
|
2023
Q3 | $12K | Buy |
+45
| New | +$12K | ﹤0.01% | 657 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 1044 |
|
|
2022
Q4 | $0 | Sell |
1
-55
| -98% | – | ﹤0.01% | 1101 |
|
|
2022
Q3 | $16K | Hold |
56
| – | – | ﹤0.01% | 558 |
|
|
2022
Q2 | $18K | Hold |
56
| – | – | ﹤0.01% | 295 |
|
|
2022
Q1 | $22K | Hold |
56
| – | – | ﹤0.01% | 540 |
|
|
2021
Q4 | $21K | Hold |
56
| – | – | ﹤0.01% | 534 |
|
|
2021
Q3 | $17K | Buy |
+56
| New | +$17K | ﹤0.01% | 601 |
|
|
2020
Q1 | – | Sell |
-37
| Closed | -$8K | – | 770 |
|
|
2019
Q4 | $8K | Hold |
37
| – | – | ﹤0.01% | 489 |
|
|
2019
Q3 | $9K | Hold |
37
| – | – | ﹤0.01% | 458 |
|
|
2019
Q2 | $9K | Hold |
37
| – | – | ﹤0.01% | 440 |
|
|
2019
Q1 | $8K | Hold |
37
| – | – | ﹤0.01% | 474 |
|
|
2018
Q4 | $7K | Hold |
37
| – | – | ﹤0.01% | 460 |
|
|
2018
Q3 | $7K | Hold |
37
| – | – | ﹤0.01% | 491 |
|
|
2018
Q2 | $8K | Hold |
37
| – | – | ﹤0.01% | 478 |
|
|
2018
Q1 | $7K | Buy |
+37
| New | +$7K | ﹤0.01% | 414 |
|