Foundations Investment Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Sell |
2,561
-8,242
| -76% | -$2.42M | 0.01% | 492 |
|
|
2025
Q1 | $3.23M | Sell |
10,803
-6,186
| -36% | -$1.85M | 0.06% | 241 |
|
|
2024
Q4 | $5.09M | Sell |
16,989
-106
| -0.6% | -$31.7K | 0.1% | 188 |
|
|
2024
Q3 | $6.22M | Buy |
17,095
+15,149
| +778% | +$5.51M | 0.13% | 141 |
|
|
2024
Q2 | $560K | Buy |
1,946
+80
| +4% | +$23K | 0.01% | 469 |
|
|
2024
Q1 | $541K | Buy |
1,866
+234
| +14% | +$67.9K | 0.01% | 450 |
|
|
2023
Q4 | $468K | Buy |
1,632
+66
| +4% | +$18.9K | 0.01% | 451 |
|
|
2023
Q3 | $413K | Sell |
1,566
-95
| -6% | -$25K | 0.01% | 439 |
|
|
2023
Q2 | $485K | Buy |
1,661
+969
| +140% | +$283K | 0.02% | 369 |
|
|
2023
Q1 | $209K | Buy |
+692
| New | +$209K | 0.01% | 476 |
|
|
2022
Q3 | – | Sell |
-682
| Closed | -$216K | – | 432 |
|
|
2022
Q2 | $216K | Hold |
682
| – | – | 0.01% | 358 |
|
|
2022
Q1 | $279K | Buy |
+682
| New | +$279K | 0.01% | 286 |
|