EverSource Wealth Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
1,349
+854
| +173% | +$251K | 0.02% | 539 |
|
|
2025
Q1 | $148K | Sell |
495
-419
| -46% | -$125K | 0.01% | 772 |
|
|
2024
Q4 | $274K | Buy |
914
+731
| +399% | +$219K | 0.02% | 536 |
|
|
2024
Q3 | $66.5K | Sell |
183
-84
| -31% | -$30.5K | ﹤0.01% | 939 |
|
|
2024
Q2 | $79.2K | Buy |
267
+147
| +123% | +$43.6K | 0.01% | 894 |
|
|
2024
Q1 | $31.2K | Buy |
120
+35
| +41% | +$9.11K | ﹤0.01% | 1175 |
|
|
2023
Q4 | $25.9K | Buy |
85
+44
| +107% | +$13.4K | ﹤0.01% | 1128 |
|
|
2023
Q3 | $10.8K | Sell |
41
-107
| -72% | -$28.2K | ﹤0.01% | 1393 |
|
|
2023
Q2 | $43.1K | Sell |
148
-102
| -41% | -$29.7K | ﹤0.01% | 892 |
|
|
2023
Q1 | $75.7K | Buy |
250
+60
| +32% | +$18.2K | 0.01% | 636 |
|
|
2022
Q4 | $53.3K | Sell |
190
-851
| -82% | -$239K | 0.01% | 738 |
|
|
2022
Q3 | $304K | Buy |
1,041
+963
| +1,235% | +$281K | 0.07% | 240 |
|
|
2022
Q2 | $24K | Sell |
78
-1
| -1% | -$308 | 0.01% | 785 |
|
|
2022
Q1 | $31K | Buy |
79
+11
| +16% | +$4.32K | 0.01% | 567 |
|
|
2021
Q4 | $26K | Buy |
+68
| New | +$26K | 0.01% | 588 |
|