Dakota Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $885K | Hold |
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|
2023
Q2 | $980K | Hold |
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|
2023
Q1 | $1.01M | Hold |
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|
2022
Q4 | $941K | Buy |
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|
2022
Q3 | $982K | Hold |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $892K | Buy |
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|
2021
Q2 | $902K | Hold |
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|
2021
Q1 | $740K | Sell |
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|
2020
Q4 | $859K | Buy |
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|
2020
Q3 | $668K | Buy |
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