Cambridge Trust’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $473K | Hold |
1,630
| – | – | 0.02% | 197 |
|
2023
Q4 | $497K | Sell |
1,630
-5
| -0.3% | -$1.53K | 0.02% | 192 |
|
2023
Q3 | $431K | Sell |
1,635
-45
| -3% | -$11.9K | 0.02% | 199 |
|
2023
Q2 | $490K | Sell |
1,680
-214
| -11% | -$62.5K | 0.02% | 191 |
|
2023
Q1 | $572K | Buy |
1,894
+175
| +10% | +$52.9K | 0.03% | 175 |
|
2022
Q4 | $481K | Sell |
1,719
-37
| -2% | -$10.4K | 0.02% | 200 |
|
2022
Q3 | $514K | Buy |
1,756
+39
| +2% | +$11.4K | 0.02% | 188 |
|
2022
Q2 | $537K | Buy |
1,717
+58
| +3% | +$18.1K | 0.02% | 193 |
|
2022
Q1 | $647K | Buy |
1,659
+59
| +4% | +$23K | 0.02% | 192 |
|
2021
Q4 | $599K | Buy |
+1,600
| New | +$599K | 0.02% | 209 |
|
2017
Q2 | – | Sell |
-4,468
| Closed | -$978K | – | 264 |
|
2017
Q1 | $978K | Hold |
4,468
| – | – | 0.06% | 136 |
|
2016
Q4 | $999K | Buy |
4,468
+168
| +4% | +$37.6K | 0.07% | 130 |
|
2016
Q3 | $960K | Hold |
4,300
| – | – | 0.07% | 129 |
|
2016
Q2 | $1.1M | Buy |
+4,300
| New | +$1.1M | 0.08% | 119 |
|