Excalibur 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 | $234K | Hold |
798
| – | – | 0.09% | 150 |
|
|
2025
Q1 | $239K | Hold |
798
| – | – | 0.09% | 147 |
|
|
2024
Q4 | $239K | Sell |
798
-10
| -1% | -$2.99K | 0.09% | 149 |
|
|
2024
Q3 | $294K | Sell |
808
-5
| -0.6% | -$1.82K | 0.11% | 139 |
|
|
2024
Q2 | $234K | Buy |
813
+18
| +2% | +$5.18K | 0.1% | 150 |
|
|
2024
Q1 | $231K | Buy |
795
+5
| +0.6% | +$1.45K | 0.1% | 146 |
|
|
2023
Q4 | $241K | Sell |
790
-40
| -5% | -$12.2K | 0.11% | 143 |
|
|
2023
Q3 | $219K | Hold |
830
| – | – | 0.11% | 139 |
|
|
2023
Q2 | $242K | Hold |
830
| – | – | 0.12% | 136 |
|
|
2023
Q1 | $251K | Hold |
830
| – | – | 0.13% | 132 |
|
|
2022
Q4 | $233K | Hold |
830
| – | – | 0.12% | 135 |
|
|
2022
Q3 | $243K | Hold |
830
| – | – | 0.14% | 128 |
|
|
2022
Q2 | $260K | Hold |
830
| – | – | 0.14% | 125 |
|
|
2022
Q1 | $324K | Hold |
830
| – | – | 0.14% | 122 |
|
|
2021
Q4 | $311K | Hold |
830
| – | – | 0.13% | 131 |
|
|
2021
Q3 | $247K | Hold |
830
| – | – | 0.11% | 141 |
|
|
2021
Q2 | $250K | Sell |
830
-10
| -1% | -$3.01K | 0.11% | 142 |
|
|
2021
Q1 | $207K | Buy |
+840
| New | +$207K | 0.1% | 147 |
|