CAL
Capital Advisors Ltd’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52K | Sell |
176
-11
| -6% | -$3.25K | 0.01% | 463 |
|
|
2025
Q1 | $56K | Sell |
187
-12
| -6% | -$3.59K | 0.01% | 436 |
|
|
2024
Q4 | $60K | Sell |
199
-2
| -1% | -$603 | 0.01% | 424 |
|
|
2024
Q3 | $73K | Buy |
201
+2
| +1% | +$726 | 0.01% | 390 |
|
|
2024
Q2 | $57K | Buy |
199
+22
| +12% | +$6.3K | 0.01% | 422 |
|
|
2024
Q1 | $51K | Buy |
177
+1
| +0.6% | +$288 | 0.01% | 436 |
|
|
2023
Q4 | $54K | Sell |
176
-17
| -9% | -$5.22K | 0.01% | 410 |
|
|
2023
Q3 | $51K | Buy |
193
+20
| +12% | +$5.29K | 0.01% | 406 |
|
|
2023
Q2 | $50K | Buy |
173
+160
| +1,231% | +$46.2K | 0.01% | 426 |
|
|
2023
Q1 | $4K | Sell |
13
-164
| -93% | -$50.5K | ﹤0.01% | 760 |
|
|
2022
Q4 | $2K | Buy |
+177
| New | +$2K | ﹤0.01% | 891 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$3K | – | 1456 |
|
|
2022
Q2 | $3K | Buy |
9
+5
| +125% | +$1.67K | ﹤0.01% | 633 |
|
|
2022
Q1 | $2K | Buy |
4
+3
| +300% | +$1.5K | ﹤0.01% | 653 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 909 |
|
|
2019
Q2 | – | Sell |
-555
| Closed | -$121K | – | 464 |
|
|
2019
Q1 | $121K | Hold |
555
| – | – | 0.03% | 196 |
|
|
2018
Q4 | $112K | Hold |
555
| – | – | 0.03% | 200 |
|
|
2018
Q3 | $112K | Hold |
555
| – | – | 0.03% | 210 |
|
|
2018
Q2 | $126K | Hold |
555
| – | – | 0.04% | 158 |
|
|
2018
Q1 | $111K | Hold |
555
| – | – | 0.04% | 170 |
|
|
2017
Q4 | $116K | Hold |
555
| – | – | 0.04% | 162 |
|
|
2017
Q3 | $119K | Hold |
555
| – | – | 0.04% | 158 |
|
|
2017
Q2 | $116K | Hold |
555
| – | – | 0.04% | 157 |
|
|
2017
Q1 | $121K | Hold |
555
| – | – | 0.05% | 147 |
|
|
2016
Q4 | $124K | Hold |
555
| – | – | 0.05% | 140 |
|
|
2016
Q3 | $124K | Hold |
555
| – | – | 0.05% | 136 |
|
|
2016
Q2 | $142K | Buy |
555
+145
| +35% | +$37.1K | 0.07% | 127 |
|
|
2016
Q1 | $113K | Hold |
410
| – | – | 0.06% | 135 |
|
|
2015
Q4 | $102K | Hold |
410
| – | – | 0.05% | 136 |
|
|
2015
Q3 | $87K | Hold |
410
| – | – | 0.05% | 145 |
|
|
2015
Q2 | $76K | Hold |
410
| – | – | 0.04% | 153 |
|
|
2015
Q1 | $81K | Hold |
410
| – | – | 0.04% | 154 |
|
|
2014
Q4 | $76K | Hold |
410
| – | – | 0.04% | 145 |
|
|
2014
Q3 | $67K | Hold |
410
| – | – | 0.04% | 157 |
|
|
2014
Q2 | $70K | Hold |
410
| – | – | 0.04% | 159 |
|
|
2014
Q1 | $69K | Hold |
410
| – | – | 0.04% | 158 |
|
|
2013
Q4 | $62K | Buy |
+410
| New | +$62K | 0.04% | 133 |
|