Exencial Wealth Advisors’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 | $3.37M | Sell |
11,480
-698
| -6% | -$205K | 0.12% | 165 |
|
|
2025
Q1 | $3.64M | Sell |
12,178
-261
| -2% | -$78.1K | 0.14% | 160 |
|
|
2024
Q4 | $3.72M | Sell |
12,439
-423
| -3% | -$127K | 0.14% | 152 |
|
|
2024
Q3 | $4.68M | Sell |
12,862
-657
| -5% | -$239K | 0.17% | 141 |
|
|
2024
Q2 | $3.89M | Sell |
13,519
-1,716
| -11% | -$494K | 0.15% | 148 |
|
|
2024
Q1 | $4.42M | Sell |
15,235
-587
| -4% | -$170K | 0.16% | 136 |
|
|
2023
Q4 | $4.83M | Sell |
15,822
-2,238
| -12% | -$683K | 0.2% | 121 |
|
|
2023
Q3 | $4.76M | Sell |
18,060
-2,349
| -12% | -$619K | 0.23% | 113 |
|
|
2023
Q2 | $5.96M | Sell |
20,409
-166
| -0.8% | -$48.5K | 0.27% | 103 |
|
|
2023
Q1 | $6.22M | Sell |
20,575
-695
| -3% | -$210K | 0.32% | 92 |
|
|
2022
Q4 | $5.96M | Buy |
21,270
+844
| +4% | +$236K | 0.32% | 93 |
|
|
2022
Q3 | $5.98M | Sell |
20,426
-725
| -3% | -$212K | 0.36% | 87 |
|
|
2022
Q2 | $6.61M | Sell |
21,151
-3,037
| -13% | -$950K | 0.37% | 87 |
|
|
2022
Q1 | $9.44M | Buy |
24,188
+1,448
| +6% | +$565K | 0.47% | 65 |
|
|
2021
Q4 | $8.52M | Buy |
22,740
+819
| +4% | +$307K | 0.41% | 83 |
|
|
2021
Q3 | $6.51M | Buy |
+21,921
| New | +$6.51M | 0.28% | 93 |
|
|
2021
Q2 | – | Sell |
-20,600
| Closed | -$5.08M | – | 462 |
|
|
2021
Q1 | $5.08M | Buy |
+20,600
| New | +$5.08M | 0.3% | 110 |
|
|
2020
Q4 | – | Sell |
-85,729
| Closed | -$19.1M | – | 388 |
|
|
2020
Q3 | $19.1M | Buy |
85,729
+2,277
| +3% | +$507K | 1.01% | 25 |
|
|
2020
Q2 | $16M | Buy |
+83,452
| New | +$16M | 1.39% | 12 |
|