Clearstead Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $71K | Sell |
262
-483
| -65% | -$138K | ﹤0.01% | 1219 |
|
|
2025
Q4 | $193K | Buy |
745
+188
| +34% | +$52.6K | ﹤0.01% | 947 |
|
|
2025
Q3 | $161K | Buy |
557
+74
| +15% | +$21.2K | ﹤0.01% | 929 |
|
|
2025
Q2 | $142K | Buy |
483
+218
| +82% | +$64.5K | ﹤0.01% | 971 |
|
|
2025
Q1 | $79.4K | Buy |
265
+6
| +2% | +$1.79K | ﹤0.01% | 1047 |
|
|
2024
Q4 | $77.5K | Sell |
259
-7
| -3% | -$2.32K | ﹤0.01% | 1073 |
|
|
2024
Q3 | $96.9K | Buy |
266
+19
| +8% | +$6.17K | ﹤0.01% | 1033 |
|
|
2024
Q2 | $71K | Sell |
247
-49
| -17% | -$13.5K | ﹤0.01% | 1080 |
|
|
2024
Q1 | $82K | Sell |
296
-28
| -9% | -$8.03K | ﹤0.01% | 643 |
|
|
2023
Q4 | $98.8K | Sell |
324
-216
| -40% | -$57.3K | 0.01% | 589 |
|
|
2023
Q3 | $142K | Buy |
540
+245
| +83% | +$68.7K | ﹤0.01% | 649 |
|
|
2023
Q2 | $86.1K | Sell |
295
-7
| -2% | -$2.04K | 0.01% | 611 |
|
|
2023
Q1 | $91.2K | Buy |
302
+7
| +2% | +$2.06K | 0.01% | 524 |
|
|
2022
Q4 | $82.7K | Sell |
295
-27
| -8% | -$7.87K | 0.01% | 534 |
|
|
2022
Q3 | $94K | Buy |
322
+52
| +19% | +$16.9K | 0.01% | 488 |
|
|
2022
Q2 | $84K | Buy |
270
+33
| +14% | +$11.4K | 0.01% | 525 |
|
|
2022
Q1 | $92K | Hold |
237
| – | – | 0.01% | 567 |
|
|
2021
Q4 | $89K | Buy |
237
+75
| +46% | +$25.1K | 0.01% | 554 |
|
|
2021
Q3 | $48K | Buy |
162
+44
| +37% | +$13.8K | ﹤0.01% | 619 |
|
|
2021
Q2 | $35K | Buy |
118
+8
| +7% | +$2.24K | ﹤0.01% | 616 |
|
|
2021
Q1 | $27K | Hold |
110
| – | – | ﹤0.01% | 626 |
|
|
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 | +$23.6K | ﹤0.01% | 495 |
|
Other funds holding PSA
VPM
VCM
