DA
Doliver Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Buy |
3,019
+1,448
| +92% | +$425K | 0.24% | 75 |
|
|
2025
Q1 | $470K | Buy |
1,571
+125
| +9% | +$37.4K | 0.13% | 106 |
|
|
2024
Q4 | $433K | Buy |
1,446
+36
| +3% | +$10.8K | 0.12% | 107 |
|
|
2024
Q3 | $513K | Sell |
1,410
-273
| -16% | -$99.3K | 0.14% | 92 |
|
|
2024
Q2 | $484K | Buy |
1,683
+35
| +2% | +$10.1K | 0.14% | 94 |
|
|
2024
Q1 | $478K | Buy |
1,648
+208
| +14% | +$60.3K | 0.13% | 94 |
|
|
2023
Q4 | $439K | Buy |
1,440
+162
| +13% | +$49.4K | 0.13% | 97 |
|
|
2023
Q3 | $337K | Buy |
1,278
+195
| +18% | +$51.4K | 0.1% | 112 |
|
|
2023
Q2 | $316K | Buy |
1,083
+32
| +3% | +$9.34K | 0.1% | 133 |
|
|
2023
Q1 | $318K | Buy |
+1,051
| New | +$318K | 0.1% | 125 |
|
|
2021
Q2 | – | Sell |
-2,017
| Closed | -$498K | – | 149 |
|
|
2021
Q1 | $498K | Buy |
2,017
+867
| +75% | +$214K | 0.19% | 85 |
|
|
2020
Q4 | $266K | Sell |
1,150
-455
| -28% | -$105K | 0.12% | 108 |
|
|
2020
Q3 | $357K | Hold |
1,605
| – | – | 0.18% | 99 |
|
|
2020
Q2 | $308K | Buy |
1,605
+140
| +10% | +$26.9K | 0.14% | 98 |
|
|
2020
Q1 | $283K | Buy |
1,465
+245
| +20% | +$47.3K | 0.14% | 88 |
|
|
2019
Q4 | $260K | Buy |
+1,220
| New | +$260K | 0.1% | 90 |
|
|
2018
Q2 | – | Sell |
-1,125
| Closed | -$225K | – | 363 |
|
|
2018
Q1 | $225K | Buy |
+1,125
| New | +$225K | 0.1% | 210 |
|