Coldstream Capital Management’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 | $606K | Buy |
2,066
+13
| +0.6% | +$3.82K | 0.01% | 580 |
|
|
2025
Q1 | $615K | Buy |
2,053
+1
| +0% | +$299 | 0.01% | 515 |
|
|
2024
Q4 | $615K | Buy |
2,052
+59
| +3% | +$17.7K | 0.01% | 519 |
|
|
2024
Q3 | $718K | Buy |
1,993
+288
| +17% | +$104K | 0.02% | 481 |
|
|
2024
Q2 | $490K | Buy |
1,705
+121
| +8% | +$34.8K | 0.01% | 555 |
|
|
2024
Q1 | $459K | Buy |
1,584
+8
| +0.5% | +$2.32K | 0.01% | 587 |
|
|
2023
Q4 | $481K | Buy |
1,576
+88
| +6% | +$26.8K | 0.01% | 516 |
|
|
2023
Q3 | $392K | Sell |
1,488
-382
| -20% | -$101K | 0.01% | 517 |
|
|
2023
Q2 | $546K | Buy |
1,870
+1
| +0.1% | +$292 | 0.02% | 420 |
|
|
2023
Q1 | $565K | Buy |
1,869
+109
| +6% | +$32.9K | 0.02% | 398 |
|
|
2022
Q4 | $493K | Buy |
+1,760
| New | +$493K | 0.02% | 432 |
|
|
2022
Q2 | $650K | Buy |
2,078
+660
| +47% | +$206K | 0.03% | 316 |
|
|
2022
Q1 | $553K | Buy |
1,418
+183
| +15% | +$71.4K | 0.02% | 353 |
|
|
2021
Q4 | $463K | Buy |
1,235
+175
| +17% | +$65.6K | 0.01% | 449 |
|
|
2021
Q3 | $236K | Buy |
+1,060
| New | +$236K | 0.01% | 355 |
|
|
2020
Q1 | – | Sell |
-962
| Closed | -$205K | – | 344 |
|
|
2019
Q4 | $205K | Sell |
962
-222
| -19% | -$47.3K | 0.02% | 331 |
|
|
2019
Q3 | $290K | Buy |
+1,184
| New | +$290K | 0.02% | 251 |
|