Belpointe Asset Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | -$459 | – | 977 |
|
|
2024
Q2 | $459 | Sell |
2
-1,266
| -100% | -$291K | ﹤0.01% | 835 |
|
|
2024
Q1 | $368K | Sell |
1,268
-129
| -9% | -$37.4K | 0.03% | 519 |
|
|
2023
Q4 | $426K | Sell |
1,397
-139
| -9% | -$42.4K | 0.04% | 413 |
|
|
2023
Q3 | $405K | Buy |
+1,536
| New | +$405K | 0.04% | 391 |
|
|
2023
Q2 | – | Sell |
-666
| Closed | -$201K | – | 2637 |
|
|
2023
Q1 | $201K | Buy |
666
+83
| +14% | +$25.1K | 0.01% | 928 |
|
|
2022
Q4 | $163K | Buy |
+583
| New | +$163K | 0.01% | 978 |
|
|
2022
Q3 | – | Sell |
-555
| Closed | -$174K | – | 1222 |
|
|
2022
Q2 | $174K | Buy |
555
+104
| +23% | +$32.6K | 0.01% | 882 |
|
|
2022
Q1 | $176K | Sell |
451
-49
| -10% | -$19.1K | 0.01% | 963 |
|
|
2021
Q4 | $187K | Buy |
+500
| New | +$187K | 0.01% | 927 |
|
|
2021
Q1 | – | Sell |
-443
| Closed | -$102K | – | 1056 |
|
|
2020
Q4 | $102K | Buy |
+443
| New | +$102K | 0.01% | 943 |
|