Evoke Wealth’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 | $456K | Buy |
+1,554
| New | +$456K | 0.01% | 353 |
|
|
2024
Q2 | – | Sell |
-3,724
| Closed | -$1.08M | – | 318 |
|
|
2024
Q1 | $1.08M | Buy |
+3,724
| New | +$1.08M | 0.03% | 174 |
|
|
2023
Q4 | – | Sell |
-7,989
| Closed | -$2.11M | – | 288 |
|
|
2023
Q3 | $2.11M | Buy |
+7,989
| New | +$2.11M | 0.07% | 116 |
|
|
2022
Q4 | – | Sell |
-345
| Closed | -$101K | – | 942 |
|
|
2022
Q3 | $101K | Hold |
345
| – | – | ﹤0.01% | 411 |
|
|
2022
Q2 | $108K | Sell |
345
-8,293
| -96% | -$2.6M | ﹤0.01% | 402 |
|
|
2022
Q1 | $3.37M | Sell |
8,638
-13,473
| -61% | -$5.26M | 0.11% | 89 |
|
|
2021
Q4 | $8.28M | Buy |
22,111
+10
| +0% | +$3.75K | 0.26% | 47 |
|
|
2021
Q3 | $6.57M | Sell |
22,101
-6,501
| -23% | -$1.93M | 0.25% | 49 |
|
|
2021
Q2 | $8.6M | Sell |
28,602
-256
| -0.9% | -$77K | 0.33% | 42 |
|
|
2021
Q1 | $7.12M | Buy |
28,858
+28,640
| +13,138% | +$7.07M | 0.32% | 42 |
|
|
2020
Q4 | $50K | Sell |
218
-3,645
| -94% | -$836K | ﹤0.01% | 377 |
|
|
2020
Q3 | $860K | Buy |
3,863
+11
| +0.3% | +$2.45K | 0.07% | 97 |
|
|
2020
Q2 | $739K | Sell |
3,852
-1,299
| -25% | -$249K | 0.07% | 84 |
|
|
2020
Q1 | $1.02M | Sell |
5,151
-29
| -0.6% | -$5.76K | 0.15% | 48 |
|
|
2019
Q4 | $1.1M | Buy |
5,180
+4,797
| +1,252% | +$1.02M | 0.14% | 67 |
|
|
2019
Q3 | $94.1K | Buy |
+383
| New | +$94.1K | 0.01% | 375 |
|