Crewe Advisors’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 | $16.7K | Buy |
57
+7
| +14% | +$2.05K | ﹤0.01% | 397 |
|
|
2025
Q1 | $15K | Sell |
50
-25
| -33% | -$7.48K | ﹤0.01% | 381 |
|
|
2024
Q4 | $22.5K | Sell |
75
-24
| -24% | -$7.19K | ﹤0.01% | 346 |
|
|
2024
Q3 | $36K | Hold |
99
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $28.5K | Sell |
99
-35
| -26% | -$10.1K | ﹤0.01% | 483 |
|
|
2024
Q1 | $38.9K | Buy |
+134
| New | +$38.9K | ﹤0.01% | 401 |
|
|
2023
Q4 | – | Sell |
-110
| Closed | -$29K | – | 627 |
|
|
2023
Q3 | $29K | Sell |
110
-5
| -4% | -$1.32K | 0.01% | 177 |
|
|
2023
Q2 | $33.6K | Sell |
115
-90
| -44% | -$26.3K | ﹤0.01% | 302 |
|
|
2023
Q1 | $61.9K | Sell |
205
-25
| -11% | -$7.55K | 0.01% | 287 |
|
|
2022
Q4 | $64.4K | Sell |
230
-62
| -21% | -$17.4K | 0.01% | 280 |
|
|
2022
Q3 | $86K | Buy |
292
+16
| +6% | +$4.71K | 0.02% | 243 |
|
|
2022
Q2 | $86K | Buy |
276
+46
| +20% | +$14.3K | 0.02% | 227 |
|
|
2022
Q1 | $89K | Buy |
230
+140
| +156% | +$54.2K | 0.02% | 186 |
|
|
2021
Q4 | $34K | Hold |
90
| – | – | 0.01% | 220 |
|
|
2021
Q3 | $27K | Sell |
90
-90
| -50% | -$27K | 0.01% | 198 |
|
|
2021
Q2 | $54K | Buy |
+180
| New | +$54K | 0.01% | 151 |
|
|
2020
Q4 | – | Sell |
-11
| Closed | -$2K | – | 602 |
|
|
2020
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 522 |
|