Curtis Advisory Group’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-642
| Closed | -$234K | – | 100 |
|
|
2024
Q3 | $234K | Sell |
642
-88
| -12% | -$32K | 0.07% | 92 |
|
|
2024
Q2 | $210K | Sell |
730
-21
| -3% | -$6.04K | 0.07% | 90 |
|
|
2024
Q1 | $218K | Sell |
751
-19
| -2% | -$5.51K | 0.08% | 91 |
|
|
2023
Q4 | $235K | Hold |
770
| – | – | 0.11% | 86 |
|
|
2023
Q3 | $203K | Sell |
770
-142
| -16% | -$37.4K | 0.07% | 83 |
|
|
2023
Q2 | $266K | Hold |
912
| – | – | 0.09% | 76 |
|
|
2023
Q1 | $276K | Buy |
912
+42
| +5% | +$12.7K | 0.1% | 73 |
|
|
2022
Q4 | $244K | Sell |
870
-20
| -2% | -$5.6K | 0.1% | 77 |
|
|
2022
Q3 | $261K | Hold |
890
| – | – | 0.11% | 74 |
|
|
2022
Q2 | $278K | Sell |
890
-40
| -4% | -$12.5K | 0.11% | 72 |
|
|
2022
Q1 | $363K | Hold |
930
| – | – | 0.12% | 58 |
|
|
2021
Q4 | $348K | Sell |
930
-82
| -8% | -$30.7K | 0.11% | 64 |
|
|
2021
Q3 | $301K | Hold |
1,012
| – | – | 0.11% | 63 |
|
|
2021
Q2 | $304K | Buy |
1,012
+132
| +15% | +$39.7K | 0.13% | 60 |
|
|
2021
Q1 | $217K | Hold |
880
| – | – | 0.1% | 72 |
|
|
2020
Q4 | $203K | Buy |
+880
| New | +$203K | 0.1% | 74 |
|