Cornerstone 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 | $446K | Sell |
1,521
-3
| -0.2% | -$880 | 0.05% | 157 |
|
|
2025
Q1 | $454K | Buy |
1,524
+11
| +0.7% | +$3.28K | 0.05% | 145 |
|
|
2024
Q4 | $450K | Buy |
1,513
+18
| +1% | +$5.35K | 0.05% | 148 |
|
|
2024
Q3 | $544K | Buy |
1,495
+15
| +1% | +$5.46K | 0.07% | 123 |
|
|
2024
Q2 | $426K | Buy |
1,480
+21
| +1% | +$6.04K | 0.06% | 137 |
|
|
2024
Q1 | $423K | Sell |
1,459
-98
| -6% | -$28.4K | 0.06% | 152 |
|
|
2023
Q4 | $475K | Buy |
1,557
+111
| +8% | +$33.9K | 0.07% | 145 |
|
|
2023
Q3 | $381K | Buy |
1,446
+2
| +0.1% | +$527 | 0.07% | 148 |
|
|
2023
Q2 | $421K | Buy |
1,444
+2
| +0.1% | +$584 | 0.07% | 142 |
|
|
2023
Q1 | $436K | Buy |
1,442
+559
| +63% | +$169K | 0.08% | 141 |
|
|
2022
Q4 | $247K | Sell |
883
-500
| -36% | -$140K | 0.05% | 178 |
|
|
2022
Q3 | $405K | Buy |
1,383
+500
| +57% | +$146K | 0.09% | 128 |
|
|
2022
Q2 | $276K | Sell |
883
-1,750
| -66% | -$547K | 0.06% | 159 |
|
|
2022
Q1 | $1.03M | Buy |
2,633
+3
| +0.1% | +$1.17K | 0.16% | 106 |
|
|
2021
Q4 | $985K | Sell |
2,630
-30
| -1% | -$11.2K | 0.14% | 109 |
|
|
2021
Q3 | $790K | Hold |
2,660
| – | – | 0.13% | 127 |
|
|
2021
Q2 | $800K | Sell |
2,660
-200
| -7% | -$60.2K | 0.13% | 122 |
|
|
2021
Q1 | $706K | Sell |
2,860
-1,000
| -26% | -$247K | 0.13% | 124 |
|
|
2020
Q4 | $892K | Hold |
3,860
| – | – | 0.18% | 104 |
|
|
2020
Q3 | $860K | Buy |
3,860
+300
| +8% | +$66.8K | 0.2% | 93 |
|
|
2020
Q2 | $683K | Buy |
+3,560
| New | +$683K | 0.18% | 94 |
|