Cape Ann Savings Bank’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
$808K Buy
2,755
+35
+1% +$10.3K 0.48% 50
2025
Q1
$814K Buy
2,720
+20
+0.7% +$5.99K 0.51% 46
2024
Q4
$808K Sell
2,700
-85
-3% -$25.5K 0.48% 48
2024
Q3
$1.01M Buy
2,785
+200
+8% +$72.8K 0.59% 42
2024
Q2
$744K Buy
2,585
+20
+0.8% +$5.75K 0.46% 50
2024
Q1
$744K Buy
2,565
+10
+0.4% +$2.9K 0.47% 49
2023
Q4
$724K Buy
2,555
+221
+9% +$62.6K 0.48% 48
2023
Q3
$615K Buy
+2,334
New +$615K 0.43% 52