AWM
Avior Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-346
| Closed | -$104K | – | 1915 |
|
|
2024
Q4 | $104K | Buy |
346
+2
| +0.6% | +$599 | ﹤0.01% | 887 |
|
|
2024
Q3 | $125K | Sell |
344
-40
| -10% | -$14.6K | 0.01% | 819 |
|
|
2024
Q2 | $111K | Sell |
384
-206
| -35% | -$59.4K | ﹤0.01% | 835 |
|
|
2024
Q1 | $171K | Buy |
590
+518
| +719% | +$150K | 0.01% | 762 |
|
|
2023
Q4 | $22.2K | Sell |
72
-73
| -50% | -$22.5K | ﹤0.01% | 869 |
|
|
2023
Q3 | $38.2K | Buy |
145
+48
| +49% | +$12.7K | ﹤0.01% | 816 |
|
|
2023
Q2 | $28.5K | Buy |
97
+3
| +3% | +$881 | ﹤0.01% | 871 |
|
|
2023
Q1 | $28.6K | Buy |
94
+11
| +13% | +$3.35K | ﹤0.01% | 884 |
|
|
2022
Q4 | $23.5K | Buy |
83
+1
| +1% | +$283 | ﹤0.01% | 737 |
|
|
2022
Q3 | $24K | Buy |
82
+4
| +5% | +$1.17K | ﹤0.01% | 716 |
|
|
2022
Q2 | $24K | Buy |
78
+1
| +1% | +$308 | ﹤0.01% | 657 |
|
|
2022
Q1 | $30K | Buy |
77
+1
| +1% | +$390 | ﹤0.01% | 658 |
|
|
2021
Q4 | $28K | Sell |
76
-37
| -33% | -$13.6K | ﹤0.01% | 655 |
|
|
2021
Q3 | $33K | Hold |
113
| – | – | ﹤0.01% | 602 |
|
|
2021
Q2 | $33K | Buy |
113
+1
| +0.9% | +$292 | ﹤0.01% | 581 |
|
|
2021
Q1 | $27K | Sell |
112
-2
| -2% | -$482 | ﹤0.01% | 599 |
|
|
2020
Q4 | $26K | Sell |
114
-13
| -10% | -$2.97K | ﹤0.01% | 576 |
|
|
2020
Q3 | $28K | Buy |
127
+15
| +13% | +$3.31K | ﹤0.01% | 554 |
|
|
2020
Q2 | $21K | Buy |
112
+1
| +0.9% | +$188 | ﹤0.01% | 568 |
|
|
2020
Q1 | $22K | Buy |
111
+1
| +0.9% | +$198 | ﹤0.01% | 507 |
|
|
2019
Q4 | $23K | Sell |
110
-27
| -20% | -$5.65K | ﹤0.01% | 519 |
|
|
2019
Q3 | $33K | Buy |
137
+1
| +0.7% | +$241 | 0.01% | 491 |
|
|
2019
Q2 | $32K | Buy |
136
+5
| +4% | +$1.18K | 0.01% | 486 |
|
|
2019
Q1 | $28K | Sell |
131
-13
| -9% | -$2.78K | 0.01% | 465 |
|
|
2018
Q4 | $29K | Buy |
144
+1
| +0.7% | +$201 | 0.01% | 498 |
|
|
2018
Q3 | $29K | Buy |
143
+1
| +0.7% | +$203 | 0.01% | 520 |
|
|
2018
Q2 | $32K | Sell |
142
-2
| -1% | -$451 | 0.01% | 509 |
|
|
2018
Q1 | $29K | Sell |
144
-14
| -9% | -$2.82K | 0.01% | 521 |
|
|
2017
Q4 | $33K | Buy |
158
+19
| +14% | +$3.97K | 0.01% | 512 |
|
|
2017
Q3 | $30K | Buy |
139
+16
| +13% | +$3.45K | 0.01% | 250 |
|
|
2017
Q2 | $26K | Sell |
123
-30
| -20% | -$6.34K | 0.01% | 238 |
|
|
2017
Q1 | $33K | Sell |
153
-9
| -6% | -$1.94K | 0.01% | 261 |
|
|
2016
Q4 | $36K | Buy |
162
+12
| +8% | +$2.67K | 0.01% | 235 |
|
|
2016
Q3 | $33K | Buy |
150
+1
| +0.7% | +$220 | 0.01% | 253 |
|
|
2016
Q2 | $38K | Buy |
149
+1
| +0.7% | +$255 | 0.02% | 224 |
|
|
2016
Q1 | $41K | Buy |
148
+1
| +0.7% | +$277 | 0.02% | 224 |
|
|
2015
Q4 | $36K | Buy |
147
+1
| +0.7% | +$245 | 0.02% | 201 |
|
|
2015
Q3 | $31K | Buy |
146
+1
| +0.7% | +$212 | 0.02% | 199 |
|
|
2015
Q2 | $27K | Buy |
145
+2
| +1% | +$372 | 0.02% | 187 |
|
|
2015
Q1 | $28K | Buy |
143
+1
| +0.7% | +$196 | 0.02% | 180 |
|
|
2014
Q4 | $26K | Buy |
142
+1
| +0.7% | +$183 | 0.02% | 176 |
|
|
2014
Q3 | $23K | Buy |
+141
| New | +$23K | 0.02% | 183 |
|