ERIM
Eagle Ridge Investment Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $22.9M | Sell |
76,580
-751
| -1% | -$225K | 2% | 21 |
|
|
2024
Q3 | $28.1M | Buy |
77,331
+479
| +0.6% | +$174K | 2.47% | 13 |
|
|
2024
Q2 | $22.1M | Sell |
76,852
-81
| -0.1% | -$23.3K | 2.05% | 18 |
|
|
2024
Q1 | $22.3M | Buy |
76,933
+15,449
| +25% | +$4.48M | 2.06% | 18 |
|
|
2023
Q4 | $18.8M | Sell |
61,484
-16,982
| -22% | -$5.18M | 1.84% | 18 |
|
|
2023
Q3 | $20.7M | Buy |
78,466
+904
| +1% | +$238K | 2.25% | 13 |
|
|
2023
Q2 | $22.6M | Buy |
77,562
+3,515
| +5% | +$1.03M | 2.38% | 13 |
|
|
2023
Q1 | $22.4M | Buy |
74,047
+26,634
| +56% | +$8.05M | 2.52% | 10 |
|
|
2022
Q4 | $13.3M | Sell |
47,413
-243
| -0.5% | -$68.1K | 1.55% | 20 |
|
|
2022
Q3 | $14M | Sell |
47,656
-952
| -2% | -$279K | 1.75% | 12 |
|
|
2022
Q2 | $15.2M | Sell |
48,608
-46
| -0.1% | -$14.4K | 1.83% | 14 |
|
|
2022
Q1 | $19M | Sell |
48,654
-835
| -2% | -$326K | 2.02% | 11 |
|
|
2021
Q4 | $18.5M | Buy |
49,489
+281
| +0.6% | +$105K | 1.94% | 15 |
|
|
2021
Q3 | $14.6M | Buy |
49,208
+315
| +0.6% | +$93.6K | 1.63% | 17 |
|
|
2021
Q2 | $14.7M | Buy |
48,893
+301
| +0.6% | +$90.5K | 1.71% | 17 |
|
|
2021
Q1 | $12M | Buy |
48,592
+1,536
| +3% | +$379K | 1.45% | 28 |
|
|
2020
Q4 | $10.9M | Buy |
47,056
+1,555
| +3% | +$359K | 1.37% | 26 |
|
|
2020
Q3 | $10.1M | Buy |
+45,501
| New | +$10.1M | 1.42% | 23 |
|