Financial Advocates Investment 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 | $455K | Buy |
+1,549
| New | +$455K | 0.04% | 382 |
|
|
2019
Q4 | – | Sell |
-1,111
| Closed | -$272K | – | 526 |
|
|
2019
Q3 | $272K | Buy |
1,111
+5
| +0.5% | +$1.22K | 0.03% | 396 |
|
|
2019
Q2 | $263K | Buy |
1,106
+5
| +0.5% | +$1.19K | 0.03% | 389 |
|
|
2019
Q1 | $240K | Sell |
1,101
-207
| -16% | -$45.1K | 0.03% | 400 |
|
|
2018
Q4 | $265K | Buy |
1,308
+218
| +20% | +$44.2K | 0.04% | 363 |
|
|
2018
Q3 | $220K | Sell |
1,090
-200
| -16% | -$40.4K | 0.02% | 461 |
|
|
2018
Q2 | $293K | Sell |
1,290
-14
| -1% | -$3.18K | 0.04% | 373 |
|
|
2018
Q1 | $261K | Buy |
1,304
+95
| +8% | +$19K | 0.03% | 397 |
|
|
2017
Q4 | $253K | Buy |
+1,209
| New | +$253K | 0.03% | 397 |
|