Cape Cod Five Cents 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
Q1 | $4.48M | Hold |
12,315
| – | – | 0.41% | 61 |
|
|
2024
Q4 | $4.48M | Hold |
12,315
| – | – | 0.4% | 61 |
|
|
2024
Q3 | $4.48M | Sell |
12,315
-29
| -0.2% | -$10.6K | 0.41% | 61 |
|
|
2024
Q2 | $3.55M | Buy |
12,344
+396
| +3% | +$114K | 0.34% | 68 |
|
|
2024
Q1 | $3.47M | Buy |
11,948
+273
| +2% | +$79.2K | 0.33% | 68 |
|
|
2023
Q4 | $3.56M | Sell |
11,675
-12,279
| -51% | -$3.75M | 0.36% | 66 |
|
|
2023
Q3 | $6.31M | Buy |
23,954
+12,133
| +103% | +$3.2M | 0.34% | 72 |
|
|
2023
Q2 | $3.45M | Buy |
11,821
+277
| +2% | +$80.9K | 0.36% | 71 |
|
|
2023
Q1 | $3.49M | Buy |
11,544
+278
| +2% | +$84K | 0.38% | 71 |
|
|
2022
Q4 | $3.16M | Buy |
11,266
+868
| +8% | +$243K | 0.36% | 73 |
|
|
2022
Q3 | $3.05M | Buy |
10,398
+221
| +2% | +$64.7K | 0.36% | 69 |
|
|
2022
Q2 | $3.18M | Buy |
10,177
+239
| +2% | +$74.8K | 0.36% | 67 |
|
|
2022
Q1 | $3.88M | Sell |
9,938
-415
| -4% | -$162K | 0.39% | 63 |
|
|
2021
Q4 | $3.88M | Buy |
10,353
+52
| +0.5% | +$19.5K | 0.37% | 62 |
|
|
2021
Q3 | $3.06M | Buy |
10,301
+26
| +0.3% | +$7.72K | 0.31% | 71 |
|
|
2021
Q2 | $3.09M | Sell |
10,275
-31
| -0.3% | -$9.32K | 0.32% | 72 |
|
|
2021
Q1 | $2.54M | Buy |
10,306
+422
| +4% | +$104K | 0.28% | 76 |
|
|
2020
Q4 | $2.28M | Buy |
9,884
+239
| +2% | +$55.2K | 0.26% | 77 |
|
|
2020
Q3 | $2.15M | Buy |
9,645
+369
| +4% | +$82.2K | 0.27% | 77 |
|
|
2020
Q2 | $1.78M | Buy |
9,276
+2,655
| +40% | +$509K | 0.24% | 78 |
|
|
2020
Q1 | $1.32M | Buy |
6,621
+527
| +9% | +$105K | 0.21% | 84 |
|
|
2019
Q4 | $1.3M | Buy |
6,094
+1,208
| +25% | +$257K | 0.17% | 95 |
|
|
2019
Q3 | $1.2M | Buy |
4,886
+936
| +24% | +$229K | 0.17% | 97 |
|
|
2019
Q2 | $941K | Buy |
+3,950
| New | +$941K | 0.13% | 106 |
|
|
2013
Q4 | – | Sell |
-1,410
| Closed | -$226K | – | 182 |
|
|
2013
Q3 | $226K | Hold |
1,410
| – | – | 0.06% | 166 |
|
|
2013
Q2 | $216K | Buy |
+1,410
| New | +$216K | 0.06% | 166 |
|