Brinker Capital Investments’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 | $1.92M | Buy |
6,554
+456
| +7% | +$134K | 0.02% | 806 |
|
|
2025
Q1 | $1.83M | Buy |
6,098
+549
| +10% | +$164K | 0.02% | 756 |
|
|
2024
Q4 | $1.66M | Sell |
5,549
-2,899
| -34% | -$868K | 0.02% | 787 |
|
|
2024
Q3 | $3.07M | Buy |
8,448
+1,528
| +22% | +$556K | 0.03% | 491 |
|
|
2024
Q2 | $1.99M | Buy |
6,920
+536
| +8% | +$154K | 0.02% | 646 |
|
|
2024
Q1 | $1.85M | Sell |
6,384
-722
| -10% | -$209K | 0.02% | 689 |
|
|
2023
Q4 | $2.13M | Buy |
7,106
+2,401
| +51% | +$721K | 0.02% | 602 |
|
|
2023
Q3 | $1.24M | Sell |
4,705
-507
| -10% | -$134K | 0.02% | 827 |
|
|
2023
Q2 | $1.52M | Buy |
5,212
+554
| +12% | +$162K | 0.02% | 773 |
|
|
2023
Q1 | $1.41M | Buy |
4,658
+3,513
| +307% | +$1.06M | 0.02% | 737 |
|
|
2022
Q4 | $321K | Sell |
1,145
-91
| -7% | -$25.5K | 0.01% | 1120 |
|
|
2022
Q3 | $362K | Buy |
1,236
+42
| +4% | +$12.3K | 0.01% | 1048 |
|
|
2022
Q2 | $373K | Sell |
1,194
-83
| -6% | -$25.9K | 0.01% | 1076 |
|
|
2022
Q1 | $499K | Sell |
1,277
-12,526
| -91% | -$4.89M | 0.01% | 1045 |
|
|
2021
Q4 | $5.17M | Buy |
13,803
+12,868
| +1,376% | +$4.82M | 0.08% | 264 |
|
|
2021
Q3 | $281K | Hold |
935
| – | – | ﹤0.01% | 1167 |
|
|
2021
Q2 | $281K | Buy |
+935
| New | +$281K | ﹤0.01% | 1220 |
|
|
2020
Q2 | – | Sell |
-1,144
| Closed | -$227K | – | 340 |
|
|
2020
Q1 | $227K | Sell |
1,144
-229
| -17% | -$45.4K | 0.01% | 298 |
|
|
2019
Q4 | $292K | Sell |
1,373
-41
| -3% | -$8.72K | 0.01% | 294 |
|
|
2019
Q3 | $347K | Sell |
1,414
-77
| -5% | -$18.9K | 0.01% | 289 |
|
|
2019
Q2 | $355K | Sell |
1,491
-12
| -0.8% | -$2.86K | 0.01% | 322 |
|
|
2019
Q1 | $327K | Buy |
1,503
+1,445
| +2,491% | +$314K | 0.01% | 304 |
|
|
2018
Q4 | $12K | Buy |
+58
| New | +$12K | ﹤0.01% | 486 |
|