Caldwell Trust’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $75.1K | Buy |
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|
2025
Q2 | $14.7K | Hold |
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|
2025
Q1 | $15K | Hold |
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|
2024
Q4 | $15K | Hold |
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|
2024
Q3 | $18.2K | Hold |
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|
2024
Q2 | $14.4K | Hold |
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|
2024
Q1 | $14.5K | Hold |
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|
2023
Q4 | $15.3K | Hold |
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|
2023
Q3 | $13.2K | Hold |
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|
2023
Q2 | $14.6K | Hold |
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|
2023
Q1 | $15.1K | Hold |
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|
2022
Q4 | $14K | Hold |
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|
2022
Q3 | $14.6K | Hold |
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|
2022
Q2 | $15.6K | Sell |
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|
2022
Q1 | $29.3K | Hold |
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|
2021
Q4 | $28.1K | Hold |
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|
2021
Q3 | $22.3K | Hold |
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|
2021
Q2 | $22.6K | Hold |
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|
2021
Q1 | $18.5K | Sell |
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|
2020
Q4 | $18.7K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $15.5K | Hold |
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|
2020
Q1 | $16.1K | Hold |
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|
2019
Q4 | $17.3K | Buy |
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