Cary Street Partners Investment Advisory’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 | $64K | Buy |
218
+8
| +4% | +$2.35K | 0.03% | 371 |
|
|
2025
Q1 | $62.9K | Buy |
210
+146
| +228% | +$43.7K | 0.04% | 344 |
|
|
2024
Q4 | $19.2K | Sell |
64
-1,287
| -95% | -$385K | 0.01% | 409 |
|
|
2024
Q3 | $492K | Buy |
1,351
+434
| +47% | +$158K | 0.02% | 502 |
|
|
2024
Q2 | $264K | Buy |
+917
| New | +$264K | 0.01% | 633 |
|
|
2023
Q4 | – | Sell |
-57
| Closed | -$15K | – | 1504 |
|
|
2023
Q3 | $15K | Buy |
57
+2
| +4% | +$527 | ﹤0.01% | 1189 |
|
|
2023
Q2 | $16.1K | Hold |
55
| – | – | ﹤0.01% | 1110 |
|
|
2023
Q1 | $16.6K | Sell |
55
-25
| -31% | -$7.55K | ﹤0.01% | 1022 |
|
|
2022
Q4 | $22.4K | Buy |
+80
| New | +$22.4K | ﹤0.01% | 945 |
|