Creative Financial Designs’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 | $1.32M | Buy |
4,505
+3,920
| +670% | +$1.15M | 0.1% | 182 |
|
|
2025
Q1 | $175K | Buy |
585
+10
| +2% | +$2.99K | 0.01% | 480 |
|
|
2024
Q4 | $172K | Hold |
575
| – | – | 0.01% | 478 |
|
|
2024
Q3 | $209K | Hold |
575
| – | – | 0.02% | 437 |
|
|
2024
Q2 | $165K | Hold |
575
| – | – | 0.01% | 474 |
|
|
2024
Q1 | $167K | Hold |
575
| – | – | 0.02% | 463 |
|
|
2023
Q4 | $175K | Hold |
575
| – | – | 0.02% | 414 |
|
|
2023
Q3 | $152K | Hold |
575
| – | – | 0.02% | 401 |
|
|
2023
Q2 | $168K | Buy |
575
+10
| +2% | +$2.92K | 0.02% | 373 |
|
|
2023
Q1 | $171K | Hold |
565
| – | – | 0.02% | 358 |
|
|
2022
Q4 | $158K | Sell |
565
-20
| -3% | -$5.6K | 0.02% | 357 |
|
|
2022
Q3 | $171K | Hold |
585
| – | – | 0.03% | 322 |
|
|
2022
Q2 | $183K | Sell |
585
-4
| -0.7% | -$1.25K | 0.03% | 308 |
|
|
2022
Q1 | $230K | Sell |
589
-3,916
| -87% | -$1.53M | 0.04% | 274 |
|
|
2021
Q4 | $1.69M | Sell |
4,505
-56
| -1% | -$21K | 0.25% | 87 |
|
|
2021
Q3 | $1.36M | Sell |
4,561
-840
| -16% | -$250K | 0.22% | 94 |
|
|
2021
Q2 | $1.62M | Sell |
5,401
-3,222
| -37% | -$969K | 0.28% | 76 |
|
|
2021
Q1 | $2.13M | Sell |
8,623
-10
| -0.1% | -$2.47K | 0.42% | 52 |
|
|
2020
Q4 | $1.99M | Sell |
8,633
-849
| -9% | -$196K | 0.43% | 46 |
|
|
2020
Q3 | $2.11M | Buy |
9,482
+198
| +2% | +$44.1K | 0.52% | 42 |
|
|
2020
Q2 | $1.78M | Buy |
9,284
+468
| +5% | +$89.8K | 0.54% | 33 |
|
|
2020
Q1 | $1.75M | Sell |
8,816
-387
| -4% | -$76.9K | 0.9% | 22 |
|
|
2019
Q4 | $1.95M | Buy |
9,203
+8,753
| +1,945% | +$1.85M | 0.87% | 34 |
|
|
2019
Q3 | $109K | Buy |
450
+2
| +0.4% | +$484 | 0.06% | 173 |
|
|
2019
Q2 | $110K | Buy |
448
+2
| +0.4% | +$491 | 0.06% | 169 |
|
|
2019
Q1 | $97K | Buy |
446
+160
| +56% | +$34.8K | 0.06% | 169 |
|
|
2018
Q4 | $58K | Sell |
286
-3
| -1% | -$608 | 0.04% | 177 |
|
|
2018
Q3 | $58K | Sell |
289
-154
| -35% | -$30.9K | 0.03% | 206 |
|
|
2018
Q2 | $101K | Buy |
443
+2
| +0.5% | +$456 | 0.06% | 177 |
|
|
2018
Q1 | $88K | Buy |
441
+3
| +0.7% | +$599 | 0.06% | 177 |
|
|
2017
Q4 | $92K | Buy |
438
+2
| +0.5% | +$420 | 0.06% | 175 |
|
|
2017
Q3 | $93K | Buy |
436
+273
| +167% | +$58.2K | 0.05% | 191 |
|
|
2017
Q2 | $34K | Hold |
163
| – | – | 0.02% | 270 |
|
|
2017
Q1 | $36K | Hold |
163
| – | – | 0.03% | 260 |
|
|
2016
Q4 | $36K | Buy |
+163
| New | +$36K | 0.03% | 257 |
|