EA
Ellsworth Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.58M | Buy |
19,008
+450
| +2% | +$132K | 1.36% | 27 |
|
|
2025
Q1 | $5.55M | Sell |
18,558
-4,358
| -19% | -$1.3M | 1.46% | 19 |
|
|
2024
Q4 | $6.86M | Buy |
22,916
+563
| +3% | +$169K | 1.8% | 8 |
|
|
2024
Q3 | $8.13M | Buy |
22,353
+591
| +3% | +$215K | 2.11% | 4 |
|
|
2024
Q2 | $6.26M | Buy |
21,762
+1,153
| +6% | +$332K | 1.75% | 11 |
|
|
2024
Q1 | $5.61M | Buy |
20,609
+806
| +4% | +$219K | 1.61% | 12 |
|
|
2023
Q4 | $6.04M | Buy |
19,803
+17,036
| +616% | +$5.2M | 1.91% | 7 |
|
|
2023
Q3 | $715K | Buy |
2,767
+982
| +55% | +$254K | 0.25% | 85 |
|
|
2023
Q2 | $521K | Buy |
1,785
+105
| +6% | +$30.6K | 0.18% | 97 |
|
|
2023
Q1 | $507K | Buy |
1,680
+432
| +35% | +$130K | 0.18% | 94 |
|
|
2022
Q4 | $357K | Buy |
1,248
+355
| +40% | +$101K | 0.13% | 128 |
|
|
2022
Q3 | $261K | Buy |
+893
| New | +$261K | 0.11% | 121 |
|