EverSource Wealth Advisors’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
2025
Q1
$148K Sell
2024
Q4
$274K Buy
2024
Q3
$66.5K Sell
2024
Q2
$79.2K Buy
2024
Q1
$31.2K Buy
2023
Q4
$25.9K Buy
2023
Q3
$10.8K Sell
2023
Q2
$43.1K Sell
2023
Q1
$75.7K Buy
2022
Q4
$53.3K Sell
2022
Q3
$304K Buy
2022
Q2
$24K Sell
2022
Q1
$31K Buy
2021
Q4
$26K Buy