Evergreen Capital Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
1,262
+60
| +5% | +$17.6K | 0.01% | 697 |
|
|
2025
Q1 | $360K | Buy |
1,202
+304
| +34% | +$91K | 0.01% | 655 |
|
|
2024
Q4 | $269K | Sell |
898
-11
| -1% | -$3.29K | 0.01% | 797 |
|
|
2024
Q3 | $331K | Buy |
909
+188
| +26% | +$68.4K | 0.01% | 664 |
|
|
2024
Q2 | $207K | Sell |
721
-47
| -6% | -$13.5K | 0.01% | 853 |
|
|
2024
Q1 | $223K | Buy |
+768
| New | +$223K | 0.01% | 751 |
|
|
2023
Q4 | – | Sell |
-811
| Closed | -$214K | – | 887 |
|
|
2023
Q3 | $214K | Buy |
+811
| New | +$214K | 0.01% | 682 |
|
|
2023
Q2 | – | Sell |
-789
| Closed | -$238K | – | 829 |
|
|
2023
Q1 | $238K | Buy |
+789
| New | +$238K | 0.01% | 598 |
|