DT
Diversified Trust’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
+1,424
| New | +$418K | 0.01% | 650 |
|
|
2024
Q4 | – | Sell |
-7,429
| Closed | -$2.7M | – | 980 |
|
|
2024
Q3 | $2.7M | Buy |
7,429
+6,579
| +774% | +$2.39M | 0.07% | 177 |
|
|
2024
Q2 | $245K | Buy |
850
+156
| +22% | +$44.9K | 0.01% | 735 |
|
|
2024
Q1 | $201K | Buy |
694
+9
| +1% | +$2.61K | 0.01% | 751 |
|
|
2023
Q4 | $209K | Sell |
685
-12,244
| -95% | -$3.74M | 0.01% | 773 |
|
|
2023
Q3 | $3.41M | Buy |
12,929
+12,194
| +1,659% | +$3.21M | 0.13% | 92 |
|
|
2023
Q2 | $215K | Buy |
735
+32
| +5% | +$9.35K | 0.01% | 744 |
|
|
2023
Q1 | $212K | Sell |
703
-270
| -28% | -$81.6K | 0.01% | 732 |
|
|
2022
Q4 | $273K | Buy |
973
+266
| +38% | +$74.6K | 0.01% | 614 |
|
|
2022
Q3 | $207K | Buy |
707
+23
| +3% | +$6.73K | 0.01% | 693 |
|
|
2022
Q2 | $214K | Sell |
684
-7,586
| -92% | -$2.37M | 0.01% | 659 |
|
|
2022
Q1 | $3.23M | Sell |
8,270
-10,334
| -56% | -$4.03M | 0.11% | 95 |
|
|
2021
Q4 | $6.97M | Buy |
18,604
+675
| +4% | +$253K | 0.23% | 59 |
|
|
2021
Q3 | $5.33M | Sell |
17,929
-4,647
| -21% | -$1.38M | 0.19% | 65 |
|
|
2021
Q2 | $6.79M | Buy |
22,576
+275
| +1% | +$82.7K | 0.24% | 52 |
|
|
2021
Q1 | $5.5M | Buy |
22,301
+2,438
| +12% | +$602K | 0.21% | 66 |
|
|
2020
Q4 | $4.59M | Sell |
19,863
-2,676
| -12% | -$618K | 0.19% | 69 |
|
|
2020
Q3 | $5.02M | Sell |
22,539
-4
| -0% | -$891 | 0.23% | 63 |
|
|
2020
Q2 | $4.33M | Buy |
22,543
+5,425
| +32% | +$1.04M | 0.22% | 60 |
|
|
2020
Q1 | $3.4M | Buy |
+17,118
| New | +$3.4M | 0.2% | 65 |
|
|
2016
Q3 | – | Sell |
-872
| Closed | -$223K | – | 341 |
|
|
2016
Q2 | $223K | Hold |
872
| – | – | 0.03% | 343 |
|
|
2016
Q1 | $241K | Hold |
872
| – | – | 0.03% | 341 |
|
|
2015
Q4 | $216K | Sell |
872
-95
| -10% | -$23.5K | 0.02% | 378 |
|
|
2015
Q3 | $205K | Buy |
+967
| New | +$205K | 0.02% | 407 |
|