Fermata 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 | – | Sell |
-704
| Closed | -$211K | – | 267 |
|
|
2025
Q1 | $211K | Sell |
704
-221
| -24% | -$66.1K | 0.04% | 259 |
|
|
2024
Q4 | $277K | Buy |
925
+42
| +5% | +$12.6K | 0.05% | 212 |
|
|
2024
Q3 | $321K | Buy |
883
+148
| +20% | +$53.8K | 0.07% | 173 |
|
|
2024
Q2 | $212K | Sell |
735
-75
| -9% | -$21.6K | 0.05% | 210 |
|
|
2024
Q1 | $235K | Buy |
+810
| New | +$235K | 0.05% | 184 |
|