CreativeOne Wealth’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 |
-726
| Closed | -$217K | – | 1169 |
|
|
2025
Q1 | $217K | Buy |
726
+48
| +7% | +$14.4K | 0.01% | 974 |
|
|
2024
Q4 | $203K | Sell |
678
-4
| -0.6% | -$1.2K | 0.01% | 1017 |
|
|
2024
Q3 | $248K | Buy |
+682
| New | +$248K | 0.01% | 835 |
|
|
2024
Q2 | – | Sell |
-895
| Closed | -$260K | – | 881 |
|
|
2024
Q1 | $260K | Buy |
895
+122
| +16% | +$35.4K | 0.01% | 760 |
|
|
2023
Q4 | $236K | Buy |
+773
| New | +$236K | 0.02% | 568 |
|
|
2023
Q3 | – | Sell |
-883
| Closed | -$258K | – | 763 |
|
|
2023
Q2 | $258K | Buy |
883
+63
| +8% | +$18.4K | 0.01% | 690 |
|
|
2023
Q1 | $248K | Buy |
820
+28
| +4% | +$8.47K | 0.01% | 690 |
|
|
2022
Q4 | $222K | Buy |
792
+47
| +6% | +$13.2K | 0.01% | 667 |
|
|
2022
Q3 | $218K | Buy |
745
+69
| +10% | +$20.2K | 0.01% | 648 |
|
|
2022
Q2 | $212K | Buy |
676
+105
| +18% | +$32.9K | 0.01% | 661 |
|
|
2022
Q1 | $223K | Buy |
571
+10
| +2% | +$3.91K | 0.01% | 673 |
|
|
2021
Q4 | $210K | Sell |
561
-598
| -52% | -$224K | 0.01% | 707 |
|
|
2021
Q3 | $344K | Sell |
1,159
-99
| -8% | -$29.4K | 0.02% | 517 |
|
|
2021
Q2 | $378K | Buy |
+1,258
| New | +$378K | 0.02% | 466 |
|
|
2021
Q1 | – | Sell |
-942
| Closed | -$218K | – | 593 |
|
|
2020
Q4 | $218K | Buy |
+942
| New | +$218K | 0.02% | 467 |
|