FPFS
First Personal Financial Services’s Public Storage PSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $11.5M | Sell |
31,691
-248
| -0.8% | -$90.2K | 2.44% | 8 |
|
2024
Q2 | $9.19M | Buy |
31,939
+207
| +0.7% | +$59.5K | 2.08% | 19 |
|
2024
Q1 | $9.2M | Buy |
31,732
+1,118
| +4% | +$324K | 2.14% | 13 |
|
2023
Q4 | $9.34M | Sell |
30,614
-36
| -0.1% | -$11K | 2.27% | 14 |
|
2023
Q3 | $8.08M | Buy |
30,650
+942
| +3% | +$248K | 2.1% | 17 |
|
2023
Q2 | $8.67M | Buy |
29,708
+233
| +0.8% | +$68K | 2.15% | 18 |
|
2023
Q1 | $8.91M | Buy |
29,475
+755
| +3% | +$228K | 2.31% | 15 |
|
2022
Q4 | $8.05M | Sell |
28,720
-156
| -0.5% | -$43.7K | 2.18% | 16 |
|
2022
Q3 | $8.46M | Buy |
28,876
+868
| +3% | +$254K | 2.46% | 9 |
|
2022
Q2 | $8.76M | Sell |
28,008
-556
| -2% | -$174K | 2.45% | 11 |
|
2022
Q1 | $11.1M | Sell |
28,564
-28
| -0.1% | -$10.9K | 2.6% | 7 |
|
2021
Q4 | $10.7M | Buy |
28,592
+92
| +0.3% | +$34.5K | 2.4% | 11 |
|
2021
Q3 | $8.47M | Buy |
28,500
+156
| +0.6% | +$46.3K | 2.11% | 14 |
|
2021
Q2 | $8.52M | Sell |
28,344
-215
| -0.8% | -$64.7K | 2.18% | 14 |
|
2021
Q1 | $7.05M | Buy |
28,559
+1,970
| +7% | +$486K | 1.93% | 17 |
|
2020
Q4 | $6.14M | Buy |
26,589
+1,240
| +5% | +$286K | 1.75% | 20 |
|
2020
Q3 | $5.65M | Buy |
25,349
+89
| +0.4% | +$19.8K | 1.8% | 19 |
|
2020
Q2 | $4.85M | Sell |
25,260
-356
| -1% | -$68.3K | 1.66% | 22 |
|
2020
Q1 | $5.09M | Buy |
25,616
+556
| +2% | +$110K | 1.97% | 17 |
|
2019
Q4 | $5.34M | Buy |
25,060
+224
| +0.9% | +$47.7K | 1.73% | 21 |
|
2019
Q3 | $6.09M | Buy |
24,836
+751
| +3% | +$184K | 1.89% | 17 |
|
2019
Q2 | $5.74M | Buy |
24,085
+736
| +3% | +$175K | 1.64% | 15 |
|
2019
Q1 | $5.09M | Buy |
23,349
+457
| +2% | +$99.5K | 1.55% | 19 |
|
2018
Q4 | $4.63M | Buy |
22,892
+716
| +3% | +$145K | 1.6% | 19 |
|
2018
Q3 | $4.47M | Buy |
22,176
+4,675
| +27% | +$943K | 1.41% | 23 |
|
2018
Q2 | $3.97M | Buy |
17,501
+672
| +4% | +$152K | 1.33% | 23 |
|
2018
Q1 | $3.37M | Buy |
16,829
+13,759
| +448% | +$2.76M | 0.74% | 48 |
|
2017
Q4 | $642K | Buy |
3,070
+2,692
| +712% | +$563K | 0.13% | 134 |
|
2017
Q3 | $81K | Buy |
378
+58
| +18% | +$12.4K | 0.02% | 346 |
|
2017
Q2 | $67K | Buy |
320
+21
| +7% | +$4.4K | 0.01% | 367 |
|
2017
Q1 | $65K | Hold |
299
| – | – | 0.02% | 347 |
|
2016
Q4 | $67K | Buy |
299
+30
| +11% | +$6.72K | 0.02% | 335 |
|
2016
Q3 | $60K | Hold |
269
| – | – | 0.02% | 248 |
|
2016
Q2 | $69K | Buy |
269
+69
| +35% | +$17.7K | 0.02% | 231 |
|
2016
Q1 | $55K | Hold |
200
| – | – | 0.03% | 173 |
|
2015
Q4 | $50K | Sell |
200
-26
| -12% | -$6.5K | 0.03% | 178 |
|
2015
Q3 | $48K | Hold |
226
| – | – | 0.03% | 173 |
|
2015
Q2 | $42K | Sell |
226
-115
| -34% | -$21.4K | 0.03% | 179 |
|
2015
Q1 | $68K | Buy |
341
+300
| +732% | +$59.8K | 0.04% | 151 |
|
2014
Q4 | $7K | Buy |
+41
| New | +$7K | ﹤0.01% | 286 |
|