Doheny Asset 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
2024 Q4	–	Sell	-600	Closed	-$218K	–	71
2024 Q3	$218K	Buy	+600	New	+$195K	0.15%	71
2022 Q1	$238K	Hold	610	–	–	0.17%	75
2021 Q4	$228K	Buy	+610	New	+$204K	0.16%	84
2019 Q1	–	Sell	-1,010	Closed	-$204K	–	99
2018 Q4	$204K	Hold	1,010	–	–	0.15%	88
2018 Q3	$204K	Hold	1,010	–	–	0.11%	98
2018 Q2	$229K	Sell	1,010 -100	-9%	-$20.8K	0.12%	92
2018 Q1	$222K	Hold	1,110	–	–	0.12%	98
2017 Q4	$232K	Sell	1,110 -432	-28%	-$91.3K	0.11%	100
2017 Q3	$330K	Sell	1,542 -200	-11%	-$41.3K	0.15%	91
2017 Q2	$363K	Sell	1,742 -100	-5%	-$21.5K	0.17%	82
2017 Q1	$403K	Hold	1,842	–	–	0.18%	79
2016 Q4	$412K	Sell	1,842 -88	-5%	-$18.7K	0.2%	79
2016 Q3	$431K	Sell	1,930 -100	-5%	-$23.4K	0.22%	75
2016 Q2	$519K	Hold	2,030	–	–	0.26%	70
2016 Q1	$560K	Hold	2,030	–	–	0.29%	66
2015 Q4	$503K	Sell	2,030 -150	-7%	-$35.1K	0.25%	71
2015 Q3	$461K	Hold	2,180	–	–	0.24%	70
2015 Q2	$402K	Buy	2,180 +30	+1%	+$5.75K	0.18%	83
2015 Q1	$424K	Hold	2,150	–	–	0.2%	82
2014 Q4	$397K	Hold	2,150	–	–	0.19%	84
2014 Q3	$357K	Hold	2,150	–	–	0.18%	80
2014 Q2	$368K	Sell	2,150 -50	-2%	-$8.57K	0.17%	80
2014 Q1	$371K	Sell	2,200 -150	-6%	-$24.3K	0.19%	76
2013 Q4	$354K	Sell	2,350 -200	-8%	-$32K	0.19%	75
2013 Q3	$409K	Sell	2,550 -50	-2%	-$7.92K	0.23%	77
2013 Q2	$399K	Buy	+2,600	New	+$410K	0.23%	82