Columbia Trust’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.25M | Buy |
4,104
+723
| +21% | +$221K | 0.57% | 52 |
|
|
2023
Q3 | $891K | Buy |
3,381
+110
| +3% | +$29K | 0.52% | 61 |
|
|
2023
Q2 | $955K | Buy |
3,271
+179
| +6% | +$52.2K | 0.54% | 55 |
|
|
2023
Q1 | $934K | Buy |
3,092
+548
| +22% | +$166K | 0.54% | 54 |
|
|
2022
Q4 | $713K | Buy |
2,544
+654
| +35% | +$183K | 0.4% | 75 |
|
|
2022
Q3 | $553K | Buy |
1,890
+1,048
| +124% | +$307K | 0.31% | 80 |
|
|
2022
Q2 | $264K | Hold |
842
| – | – | 0.14% | 121 |
|
|
2022
Q1 | $344K | Sell |
842
-89
| -10% | -$36.4K | 0.16% | 117 |
|
|
2021
Q4 | $277K | Hold |
931
| – | – | 0.15% | 120 |
|
|
2021
Q3 | $277K | Sell |
931
-2
| -0.2% | -$595 | 0.15% | 120 |
|
|
2021
Q2 | $280K | Sell |
933
-23
| -2% | -$6.9K | 0.16% | 120 |
|
|
2021
Q1 | $235K | Sell |
956
-29
| -3% | -$7.13K | 0.15% | 127 |
|
|
2020
Q4 | $226K | Buy |
+985
| New | +$226K | 0.16% | 128 |
|