EWM
Evermay Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.1K | Buy |
324
+38
| +13% | +$11.2K | 0.01% | 273 |
|
|
2025
Q1 | $85.6K | Sell |
286
-169
| -37% | -$50.6K | 0.01% | 277 |
|
|
2024
Q4 | $136K | Sell |
455
-5
| -1% | -$1.5K | 0.02% | 228 |
|
|
2024
Q3 | $167K | Sell |
460
-34
| -7% | -$12.4K | 0.03% | 213 |
|
|
2024
Q2 | $142K | Sell |
494
-10
| -2% | -$2.88K | 0.02% | 226 |
|
|
2024
Q1 | $146K | Buy |
504
+5
| +1% | +$1.45K | 0.02% | 225 |
|
|
2023
Q4 | $152K | Sell |
499
-7
| -1% | -$2.14K | 0.03% | 200 |
|
|
2023
Q3 | $133K | Buy |
506
+18
| +4% | +$4.74K | 0.03% | 203 |
|
|
2023
Q2 | $142K | Sell |
488
-38
| -7% | -$11.1K | 0.03% | 206 |
|
|
2023
Q1 | $159K | Buy |
526
+104
| +25% | +$31.4K | 0.03% | 197 |
|
|
2022
Q4 | $118K | Buy |
422
+115
| +37% | +$32.2K | 0.02% | 210 |
|
|
2022
Q3 | $90K | Buy |
307
+107
| +54% | +$31.4K | 0.02% | 228 |
|
|
2022
Q2 | $63K | Hold |
200
| – | – | 0.01% | 261 |
|
|
2022
Q1 | $78K | Hold |
200
| – | – | 0.01% | 266 |
|
|
2021
Q4 | $75K | Buy |
200
+181
| +953% | +$67.9K | 0.01% | 245 |
|
|
2021
Q3 | $6K | Buy |
+19
| New | +$6K | ﹤0.01% | 407 |
|