Clearstead Advisors’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 | $142K | Buy |
483
+218
| +82% | +$63.9K | ﹤0.01% | 967 |
|
|
2025
Q1 | $79.4K | Buy |
265
+6
| +2% | +$1.8K | ﹤0.01% | 1044 |
|
|
2024
Q4 | $77.5K | Sell |
259
-7
| -3% | -$2.09K | ﹤0.01% | 1071 |
|
|
2024
Q3 | $96.9K | Buy |
266
+19
| +8% | +$6.92K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $71K | Sell |
247
-49
| -17% | -$14.1K | ﹤0.01% | 1079 |
|
|
2024
Q1 | $82K | Sell |
296
-28
| -9% | -$7.75K | ﹤0.01% | 643 |
|
|
2023
Q4 | $98.8K | Sell |
324
-216
| -40% | -$65.9K | 0.01% | 587 |
|
|
2023
Q3 | $142K | Buy |
540
+245
| +83% | +$64.6K | ﹤0.01% | 648 |
|
|
2023
Q2 | $86.1K | Sell |
295
-7
| -2% | -$2.04K | 0.01% | 611 |
|
|
2023
Q1 | $91.2K | Buy |
302
+7
| +2% | +$2.12K | 0.01% | 524 |
|
|
2022
Q4 | $82.7K | Sell |
295
-27
| -8% | -$7.57K | 0.01% | 533 |
|
|
2022
Q3 | $94K | Buy |
322
+52
| +19% | +$15.2K | 0.01% | 486 |
|
|
2022
Q2 | $84K | Buy |
270
+33
| +14% | +$10.3K | 0.01% | 523 |
|
|
2022
Q1 | $92K | Hold |
237
| – | – | 0.01% | 565 |
|
|
2021
Q4 | $89K | Buy |
237
+75
| +46% | +$28.2K | 0.01% | 550 |
|
|
2021
Q3 | $48K | Buy |
162
+44
| +37% | +$13K | ﹤0.01% | 616 |
|
|
2021
Q2 | $35K | Buy |
118
+8
| +7% | +$2.37K | ﹤0.01% | 615 |
|
|
2021
Q1 | $27K | Hold |
110
| – | – | ﹤0.01% | 625 |
|
|
2020
Q4 | $25K | Hold |
110
| – | – | ﹤0.01% | 599 |
|
|
2020
Q3 | $24K | Hold |
110
| – | – | ﹤0.01% | 564 |
|
|
2020
Q2 | $21K | Hold |
110
| – | – | ﹤0.01% | 522 |
|
|
2020
Q1 | $22K | Buy |
+110
| New | +$22K | ﹤0.01% | 494 |
|