Focus Partners Wealth’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 | $5.44M | Buy |
18,548
+2,512
| +16% | +$737K | 0.01% | 649 |
|
|
2025
Q1 | $4.8M | Buy |
16,036
+631
| +4% | +$189K | 0.01% | 638 |
|
|
2024
Q4 | $4.61M | Buy |
15,405
+6,671
| +76% | +$2M | 0.01% | 624 |
|
|
2024
Q3 | $3.18M | Buy |
8,734
+5,922
| +211% | +$2.16M | 0.01% | 665 |
|
|
2024
Q2 | $809K | Buy |
2,812
+684
| +32% | +$197K | ﹤0.01% | 841 |
|
|
2024
Q1 | $617K | Sell |
2,128
-482
| -18% | -$140K | 0.01% | 683 |
|
|
2023
Q4 | $796K | Buy |
+2,610
| New | +$796K | 0.01% | 489 |
|