DAS
Dynamic Advisor Solutions’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
9,535
+373
| +4% | +$109K | 0.09% | 237 |
|
|
2025
Q1 | $2.74M | Buy |
9,162
+813
| +10% | +$243K | 0.09% | 225 |
|
|
2024
Q4 | $2.5M | Buy |
8,349
+4,122
| +98% | +$1.23M | 0.11% | 180 |
|
|
2024
Q3 | $1.54M | Sell |
4,227
-24
| -0.6% | -$8.73K | 0.05% | 352 |
|
|
2024
Q2 | $1.22M | Buy |
4,251
+494
| +13% | +$142K | 0.04% | 406 |
|
|
2024
Q1 | $1.09M | Buy |
3,757
+38
| +1% | +$11K | 0.04% | 425 |
|
|
2023
Q4 | $1.11M | Sell |
3,719
-93
| -2% | -$27.8K | 0.04% | 394 |
|
|
2023
Q3 | $1M | Buy |
3,812
+306
| +9% | +$80.6K | 0.05% | 353 |
|
|
2023
Q2 | $1.02M | Buy |
3,506
+114
| +3% | +$33.3K | 0.05% | 334 |
|
|
2023
Q1 | $1.02M | Buy |
3,392
+1,003
| +42% | +$303K | 0.06% | 311 |
|
|
2022
Q4 | $669K | Sell |
2,389
-593
| -20% | -$166K | 0.05% | 371 |
|
|
2022
Q3 | $873K | Sell |
2,982
-10
| -0.3% | -$2.93K | 0.07% | 278 |
|
|
2022
Q2 | $936K | Sell |
2,992
-179
| -6% | -$56K | 0.07% | 258 |
|
|
2022
Q1 | $1.24M | Sell |
3,171
-88
| -3% | -$34.4K | 0.09% | 233 |
|
|
2021
Q4 | $1.22M | Buy |
3,259
+164
| +5% | +$61.4K | 0.09% | 237 |
|
|
2021
Q3 | $919K | Buy |
+3,095
| New | +$919K | 0.07% | 308 |
|
|
2019
Q1 | – | Sell |
-8,743
| Closed | -$1.8M | – | 437 |
|
|
2018
Q4 | $1.8M | Sell |
8,743
-470
| -5% | -$96.7K | 0.38% | 73 |
|
|
2018
Q3 | $1.86M | Sell |
9,213
-410
| -4% | -$82.7K | 0.39% | 80 |
|
|
2018
Q2 | $2.18M | Sell |
9,623
-318
| -3% | -$72.1K | 0.5% | 54 |
|
|
2018
Q1 | $1.99M | Buy |
9,941
+678
| +7% | +$136K | 0.51% | 52 |
|
|
2017
Q4 | $1.94M | Sell |
9,263
-81
| -0.9% | -$16.9K | 0.63% | 48 |
|
|
2017
Q3 | $2M | Buy |
+9,344
| New | +$2M | 0.79% | 33 |
|