Aveo Capital 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 | – | Sell |
-898
| Closed | -$269K | – | 115 |
|
|
2025
Q1 | $269K | Sell |
898
-170
| -16% | -$51K | 0.04% | 151 |
|
|
2024
Q4 | $320K | Sell |
1,068
-1
| -0.1% | -$299 | 0.04% | 270 |
|
|
2024
Q3 | $389K | Sell |
1,069
-50
| -4% | -$18.2K | 0.04% | 237 |
|
|
2024
Q2 | $322K | Sell |
1,119
-38
| -3% | -$10.9K | 0.04% | 250 |
|
|
2024
Q1 | $307K | Buy |
1,157
+14
| +1% | +$3.72K | 0.03% | 287 |
|
|
2023
Q4 | $349K | Buy |
1,143
+1
| +0.1% | +$305 | 0.04% | 247 |
|
|
2023
Q3 | $301K | Sell |
1,142
-106
| -8% | -$27.9K | 0.04% | 262 |
|
|
2023
Q2 | $364K | Sell |
1,248
-31
| -2% | -$9.05K | 0.05% | 251 |
|
|
2023
Q1 | $386K | Buy |
1,279
+82
| +7% | +$24.8K | 0.05% | 227 |
|
|
2022
Q4 | $335K | Sell |
1,197
-17
| -1% | -$4.76K | 0.05% | 248 |
|
|
2022
Q3 | $355K | Buy |
1,214
+10
| +0.8% | +$2.92K | 0.06% | 194 |
|
|
2022
Q2 | $376K | Sell |
1,204
-55
| -4% | -$17.2K | 0.06% | 201 |
|
|
2022
Q1 | $491K | Buy |
1,259
+53
| +4% | +$20.7K | 0.09% | 180 |
|
|
2021
Q4 | $452K | Buy |
1,206
+8
| +0.7% | +$3K | 0.08% | 185 |
|
|
2021
Q3 | $356K | Buy |
1,198
+11
| +0.9% | +$3.27K | 0.07% | 190 |
|
|
2021
Q2 | $357K | Sell |
1,187
-22
| -2% | -$6.62K | 0.08% | 196 |
|
|
2021
Q1 | $298K | Buy |
+1,209
| New | +$298K | 0.08% | 192 |
|
|
2020
Q4 | – | Sell |
-1,115
| Closed | -$248K | – | 143 |
|
|
2020
Q3 | $248K | Buy |
+1,115
| New | +$248K | 0.09% | 168 |
|
|
2017
Q1 | – | Sell |
-1,138
| Closed | -$254K | – | 203 |
|
|
2016
Q4 | $254K | Buy |
+1,138
| New | +$254K | 0.07% | 175 |
|