Fortis Group Advisors’s Public Storage PSA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.93K Hold
10
﹤0.01% 422
2025
Q1
$2.99K Hold
10
﹤0.01% 391
2024
Q4
$2.99K Sell
10
-5,118
-100% -$1.53M ﹤0.01% 403
2024
Q3
$1.87M Sell
5,128
-243
-5% -$88.4K 0.34% 68
2024
Q2
$1.55M Buy
5,371
+5,361
+53,610% +$1.54M 0.31% 64
2024
Q1
$2.9K Sell
10
-10
-50% -$2.9K ﹤0.01% 417
2023
Q4
$6.1K Buy
20
+10
+100% +$3.05K ﹤0.01% 343
2023
Q3
$2.64K Buy
+10
New +$2.64K ﹤0.01% 345
2020
Q3
$2K Buy
+10
New +$2K ﹤0.01% 403