Bleakley Financial Group’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,384
| Closed | -$414K | – | 863 |
|
|
2024
Q4 | $414K | Sell |
1,384
-9
| -0.6% | -$2.7K | 0.01% | 668 |
|
|
2024
Q3 | $507K | Buy |
1,393
+79
| +6% | +$28.7K | 0.02% | 598 |
|
|
2024
Q2 | $378K | Buy |
1,314
+84
| +7% | +$24.2K | 0.01% | 691 |
|
|
2024
Q1 | $357K | Buy |
1,230
+57
| +5% | +$16.5K | 0.01% | 711 |
|
|
2023
Q4 | $358K | Sell |
1,173
-207
| -15% | -$63.1K | 0.01% | 683 |
|
|
2023
Q3 | $364K | Sell |
1,380
-546
| -28% | -$144K | 0.01% | 625 |
|
|
2023
Q2 | $562K | Sell |
1,926
-223
| -10% | -$65.1K | 0.02% | 557 |
|
|
2023
Q1 | $649K | Buy |
2,149
+311
| +17% | +$94K | 0.02% | 504 |
|
|
2022
Q4 | $515K | Buy |
+1,838
| New | +$515K | 0.02% | 549 |
|