Denali Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-900
| Closed | -$261K | – | 392 |
|
|
2024
Q1 | $261K | Sell |
900
-700
| -44% | -$203K | 0.08% | 203 |
|
|
2023
Q4 | $488K | Hold |
1,600
| – | – | 0.15% | 142 |
|
|
2023
Q3 | $422K | Buy |
1,600
+500
| +45% | +$132K | 0.15% | 157 |
|
|
2023
Q2 | $321K | Buy |
+1,100
| New | +$321K | 0.11% | 182 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$187K | – | 418 |
|
|
2021
Q4 | $187K | Hold |
500
| – | – | 0.07% | 156 |
|
|
2021
Q3 | $149K | Buy |
+500
| New | +$149K | 0.06% | 159 |
|
|
2021
Q2 | – | Sell |
-3,800
| Closed | -$938K | – | 351 |
|
|
2021
Q1 | $938K | Buy |
3,800
+1,500
| +65% | +$370K | 0.29% | 112 |
|
|
2020
Q4 | $531K | Buy |
+2,300
| New | +$531K | 0.09% | 199 |
|
|
2019
Q1 | – | Sell |
-7,600
| Closed | -$1.54M | – | 281 |
|
|
2018
Q4 | $1.54M | Sell |
7,600
-9,800
| -56% | -$1.98M | 0.26% | 71 |
|
|
2018
Q3 | $3.51M | Buy |
17,400
+8,700
| +100% | +$1.75M | 0.52% | 56 |
|
|
2018
Q2 | $1.97M | Sell |
8,700
-8,100
| -48% | -$1.84M | 0.3% | 65 |
|
|
2018
Q1 | $3.37M | Sell |
16,800
-2,400
| -13% | -$481K | 0.54% | 59 |
|
|
2017
Q4 | $4.01M | Buy |
19,200
+18,800
| +4,700% | +$3.93M | 0.62% | 53 |
|
|
2017
Q3 | $86K | Buy |
+400
| New | +$86K | 0.01% | 120 |
|
|
2017
Q1 | – | Sell |
-7,100
| Closed | -$1.59M | – | 300 |
|
|
2016
Q4 | $1.59M | Buy |
+7,100
| New | +$1.59M | 0.28% | 86 |
|