Avantax Planning Partners’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 | $237K | Sell |
809
-101
| -11% | -$29.6K | 0.01% | 403 |
|
|
2025
Q1 | $272K | Buy |
910
+46
| +5% | +$13.8K | 0.01% | 356 |
|
|
2024
Q4 | $259K | Hold |
864
| – | – | 0.01% | 362 |
|
|
2024
Q3 | $314K | Sell |
864
-3
| -0.3% | -$1.09K | 0.01% | 324 |
|
|
2024
Q2 | $249K | Buy |
867
+6
| +0.7% | +$1.73K | 0.01% | 397 |
|
|
2024
Q1 | $250K | Buy |
+861
| New | +$250K | 0.01% | 397 |
|
|
2022
Q3 | – | Sell |
-1,558
| Closed | -$487K | – | 361 |
|
|
2022
Q2 | $487K | Sell |
1,558
-85
| -5% | -$26.6K | 0.02% | 218 |
|
|
2022
Q1 | $641K | Buy |
1,643
+25
| +2% | +$9.75K | 0.03% | 205 |
|
|
2021
Q4 | $606K | Hold |
1,618
| – | – | 0.02% | 199 |
|
|
2021
Q3 | $481K | Hold |
1,618
| – | – | 0.02% | 204 |
|
|
2021
Q2 | $487K | Buy |
+1,618
| New | +$487K | 0.02% | 199 |
|
|
2018
Q2 | – | Sell |
-20
| Closed | -$4K | – | 1156 |
|
|
2018
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 1436 |
|