Beverly Hills Private Wealth’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 | $203K | Sell |
691
-87
| -11% | -$25.5K | 0.04% | 322 |
|
|
2025
Q1 | $233K | Hold |
778
| – | – | 0.05% | 313 |
|
|
2024
Q4 | $233K | Buy |
778
+7
| +0.9% | +$2.1K | 0.05% | 301 |
|
|
2024
Q3 | $280K | Hold |
771
| – | – | 0.06% | 282 |
|
|
2024
Q2 | $222K | Sell |
771
-1
| -0.1% | -$288 | 0.05% | 321 |
|
|
2024
Q1 | $224K | Buy |
772
+10
| +1% | +$2.9K | 0.05% | 324 |
|
|
2023
Q4 | $233K | Buy |
+762
| New | +$233K | 0.06% | 298 |
|
|
2023
Q3 | – | Sell |
-751
| Closed | -$207K | – | 315 |
|
|
2023
Q2 | $207K | Sell |
751
-10
| -1% | -$2.76K | 0.03% | 305 |
|
|
2023
Q1 | $230K | Buy |
+761
| New | +$230K | 0.07% | 251 |
|