BCWM
Bartlett & Co Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
847
-142
| -14% | -$41.7K | ﹤0.01% | 417 |
|
|
2025
Q1 | $296K | Sell |
989
-297
| -23% | -$88.9K | ﹤0.01% | 398 |
|
|
2024
Q4 | $385K | Hold |
1,286
| – | – | 0.01% | 358 |
|
|
2024
Q3 | $468K | Sell |
1,286
-50
| -4% | -$18.2K | 0.01% | 337 |
|
|
2024
Q2 | $384K | Hold |
1,336
| – | – | 0.01% | 355 |
|
|
2024
Q1 | $388K | Hold |
1,336
| – | – | 0.01% | 360 |
|
|
2023
Q4 | $411K | Sell |
1,336
-550
| -29% | -$169K | 0.01% | 369 |
|
|
2023
Q3 | $497K | Hold |
1,886
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $550K | Hold |
1,886
| – | – | 0.01% | 334 |
|
|
2023
Q1 | $570K | Sell |
1,886
-14
| -0.7% | -$4.23K | 0.01% | 276 |
|
|
2022
Q4 | $532K | Hold |
1,900
| – | – | 0.01% | 283 |
|
|
2022
Q3 | $556K | Sell |
1,900
-2
| -0.1% | -$586 | 0.01% | 269 |
|
|
2022
Q2 | $595K | Sell |
1,902
-73
| -4% | -$22.8K | 0.01% | 261 |
|
|
2022
Q1 | $771K | Sell |
1,975
-75
| -4% | -$29.3K | 0.01% | 246 |
|
|
2021
Q4 | $768K | Buy |
2,050
+311
| +18% | +$116K | 0.01% | 249 |
|
|
2021
Q3 | $517K | Hold |
1,739
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $523K | Hold |
1,739
| – | – | 0.01% | 256 |
|
|
2021
Q1 | $429K | Sell |
1,739
-2,550
| -59% | -$629K | 0.01% | 276 |
|
|
2020
Q4 | $990K | Sell |
4,289
-1,300
| -23% | -$300K | 0.02% | 201 |
|
|
2020
Q3 | $1.24M | Sell |
5,589
-250
| -4% | -$55.7K | 0.03% | 188 |
|
|
2020
Q2 | $1.12M | Sell |
5,839
-7,675
| -57% | -$1.47M | 0.03% | 193 |
|
|
2020
Q1 | $2.68M | Sell |
13,514
-250
| -2% | -$49.7K | 0.08% | 140 |
|
|
2019
Q4 | $2.93M | Sell |
13,764
-2,845
| -17% | -$606K | 0.07% | 145 |
|
|
2019
Q3 | $4.07M | Buy |
16,609
+16,595
| +118,536% | +$4.07M | 0.11% | 127 |
|
|
2019
Q2 | $3.33K | Hold |
14
| – | – | ﹤0.01% | 646 |
|
|
2019
Q1 | $3.05K | Sell |
14
-100
| -88% | -$21.8K | ﹤0.01% | 635 |
|
|
2018
Q4 | $23.1K | Hold |
114
| – | – | ﹤0.01% | 507 |
|
|
2018
Q3 | $23K | Buy |
114
+100
| +714% | +$20.2K | ﹤0.01% | 525 |
|
|
2018
Q2 | $3.18K | Hold |
14
| – | – | ﹤0.01% | 658 |
|
|
2018
Q1 | $2.81K | Buy |
+14
| New | +$2.81K | ﹤0.01% | 681 |
|