Continuum Advisory’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 | – | Sell |
-636
| Closed | -$190K | – | 1272 |
|
|
2025
Q1 | $190K | Buy |
636
+84
| +15% | +$25.1K | 0.02% | 399 |
|
|
2024
Q4 | $165K | Buy |
552
+3
| +0.5% | +$898 | 0.02% | 426 |
|
|
2024
Q3 | $182K | Buy |
549
+39
| +8% | +$13K | 0.02% | 408 |
|
|
2024
Q2 | $147K | Sell |
510
-62
| -11% | -$17.8K | 0.02% | 419 |
|
|
2024
Q1 | $158K | Buy |
+572
| New | +$158K | 0.02% | 409 |
|
|
2023
Q4 | – | Sell |
-5,437
| Closed | -$1.43M | – | 483 |
|
|
2023
Q3 | $1.43M | Sell |
5,437
-158
| -3% | -$41.6K | 0.23% | 115 |
|
|
2023
Q2 | $1.63M | Buy |
+5,595
| New | +$1.63M | 0.26% | 101 |
|