Avantax Planning Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $220K | Sell |
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|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $272K | Buy |
|
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $314K | Sell |
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | $250K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $487K | Sell |
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|
2022
Q1 | $641K | Buy |
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|
2021
Q4 | $606K | Hold |
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|
2021
Q3 | $481K | Hold |
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|
2021
Q2 | $487K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Buy |
|