Cetera Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $8.75M | Buy |
30,166
+25,768
| +586% | +$7.47M | 0.07% | 288 |
|
|
2023
Q4 | $1.34M | Buy |
4,398
+1,092
| +33% | +$333K | 0.02% | 659 |
|
|
2023
Q3 | $871K | Buy |
3,306
+408
| +14% | +$108K | 0.01% | 783 |
|
|
2023
Q2 | $846K | Buy |
2,898
+125
| +5% | +$36.5K | 0.01% | 789 |
|
|
2023
Q1 | $838K | Buy |
2,773
+370
| +15% | +$112K | 0.01% | 765 |
|
|
2022
Q4 | $673K | Buy |
2,403
+213
| +10% | +$59.7K | 0.01% | 829 |
|
|
2022
Q3 | $641K | Buy |
2,190
+821
| +60% | +$240K | 0.02% | 678 |
|
|
2022
Q2 | $428K | Buy |
1,369
+64
| +5% | +$20K | 0.01% | 911 |
|
|
2022
Q1 | $509K | Sell |
1,305
-501
| -28% | -$195K | 0.01% | 875 |
|
|
2021
Q4 | $676K | Sell |
1,806
-168
| -9% | -$62.9K | 0.01% | 758 |
|
|
2021
Q3 | $586K | Buy |
1,974
+206
| +12% | +$61.2K | 0.01% | 817 |
|
|
2021
Q2 | $532K | Sell |
1,768
-16
| -0.9% | -$4.81K | 0.01% | 796 |
|
|
2021
Q1 | $440K | Buy |
1,784
+175
| +11% | +$43.2K | 0.01% | 788 |
|
|
2020
Q4 | $372K | Sell |
1,609
-137
| -8% | -$31.7K | 0.01% | 749 |
|
|
2020
Q3 | $389K | Sell |
1,746
-13
| -0.7% | -$2.9K | 0.01% | 646 |
|
|
2020
Q2 | $338K | Sell |
1,759
-310
| -15% | -$59.6K | 0.01% | 658 |
|
|
2020
Q1 | $411K | Sell |
2,069
-164
| -7% | -$32.6K | 0.02% | 518 |
|
|
2019
Q4 | $474K | Buy |
2,233
+47
| +2% | +$9.98K | 0.02% | 583 |
|
|
2019
Q3 | $536K | Sell |
2,186
-531
| -20% | -$130K | 0.02% | 524 |
|
|
2019
Q2 | $645K | Buy |
2,717
+49
| +2% | +$11.6K | 0.03% | 482 |
|
|
2019
Q1 | $579K | Buy |
2,668
+23
| +0.9% | +$4.99K | 0.03% | 458 |
|
|
2018
Q4 | $534K | Buy |
2,645
+52
| +2% | +$10.5K | 0.03% | 454 |
|
|
2018
Q3 | $520K | Buy |
2,593
+339
| +15% | +$68K | 0.03% | 550 |
|
|
2018
Q2 | $511K | Hold |
2,254
| – | – | 0.03% | 498 |
|
|
2018
Q1 | $450K | Sell |
2,254
-420
| -16% | -$83.9K | 0.03% | 497 |
|
|
2017
Q4 | $560K | Sell |
2,674
-430
| -14% | -$90.1K | 0.03% | 411 |
|
|
2017
Q3 | $665K | Buy |
3,104
+4
| +0.1% | +$857 | 0.04% | 396 |
|
|
2017
Q2 | $646K | Sell |
3,100
-26
| -0.8% | -$5.42K | 0.04% | 403 |
|
|
2017
Q1 | $684K | Buy |
3,126
+266
| +9% | +$58.2K | 0.05% | 366 |
|
|
2016
Q4 | $639K | Sell |
2,860
-1,013
| -26% | -$226K | 0.05% | 356 |
|
|
2016
Q3 | $863K | Buy |
3,873
+205
| +6% | +$45.7K | 0.07% | 300 |
|
|
2016
Q2 | $937K | Buy |
3,668
+218
| +6% | +$55.7K | 0.07% | 273 |
|
|
2016
Q1 | $953K | Buy |
3,450
+490
| +17% | +$135K | 0.08% | 263 |
|
|
2015
Q4 | $733K | Buy |
2,960
+1,480
| +100% | +$367K | 0.06% | 323 |
|
|
2015
Q3 | $313K | Buy |
1,480
+30
| +2% | +$6.35K | 0.03% | 479 |
|
|
2015
Q2 | $268K | Buy |
+1,450
| New | +$268K | 0.02% | 564 |
|
|
2015
Q1 | – | Sell |
-2,099
| Closed | -$388K | – | 717 |
|
|
2014
Q4 | $388K | Sell |
2,099
-95
| -4% | -$17.6K | 0.04% | 414 |
|
|
2014
Q3 | $364K | Buy |
2,194
+172
| +9% | +$28.5K | 0.03% | 401 |
|
|
2014
Q2 | $347K | Buy |
2,022
+175
| +9% | +$30K | 0.04% | 408 |
|
|
2014
Q1 | $310K | Buy |
1,847
+115
| +7% | +$19.3K | 0.04% | 398 |
|
|
2013
Q4 | $261K | Sell |
1,732
-67
| -4% | -$10.1K | 0.04% | 397 |
|
|
2013
Q3 | $289K | Buy |
1,799
+67
| +4% | +$10.8K | 0.05% | 333 |
|
|
2013
Q2 | $266K | Buy |
+1,732
| New | +$266K | 0.06% | 316 |
|