CAI
Capital Advisors Inc’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
1,467
-24
| -2% | -$7.04K | 0.01% | 212 |
|
|
2025
Q1 | $446K | Buy |
+1,491
| New | +$446K | 0.01% | 204 |
|
|
2020
Q1 | – | Sell |
-42,824
| Closed | -$9.12M | – | 186 |
|
|
2019
Q4 | $9.12M | Sell |
42,824
-18,462
| -30% | -$3.93M | 0.4% | 80 |
|
|
2019
Q3 | $14.6M | Hold |
61,286
| – | – | 0.72% | 37 |
|
|
2019
Q2 | $14.6M | Buy |
61,286
+46,562
| +316% | +$11.1M | 0.72% | 37 |
|
|
2019
Q1 | $3.21M | Sell |
14,724
-43,024
| -75% | -$9.37M | 0.34% | 53 |
|
|
2018
Q4 | $11.7M | Buy |
57,748
+1,163
| +2% | +$235K | 0.76% | 38 |
|
|
2018
Q3 | $11.4M | Sell |
56,585
-480
| -0.8% | -$96.8K | 0.68% | 48 |
|
|
2018
Q2 | $12.9M | Buy |
+57,065
| New | +$12.9M | 0.78% | 39 |
|
|
2014
Q3 | – | Sell |
-1,206
| Closed | -$207K | – | 128 |
|
|
2014
Q2 | $207K | Hold |
1,206
| – | – | 0.04% | 113 |
|
|
2014
Q1 | $203K | Buy |
+1,206
| New | +$203K | 0.04% | 102 |
|
|
2013
Q4 | – | Sell |
-2,064
| Closed | -$331K | – | 121 |
|
|
2013
Q3 | $331K | Hold |
2,064
| – | – | 0.08% | 89 |
|
|
2013
Q2 | $316K | Buy |
+2,064
| New | +$316K | 0.09% | 89 |
|