Freestone Capital Holdings’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-752	Closed	-$235K	–	425
2022 Q2	$235K	Sell	752 -1,046	-58%	-$362K	0.01%	365
2022 Q1	$702K	Buy	1,798 +682	+61%	+$248K	0.03%	293
2021 Q4	$418K	Buy	1,116 +178	+19%	+$59.5K	0.02%	341
2021 Q3	$279K	Buy	938 +50	+6%	+$15.7K	0.01%	360
2021 Q2	$267K	Buy	+888	New	+$249K	0.01%	365
2021 Q1	–	Sell	-765	Closed	-$177K	–	932
2020 Q4	$177K	Hold	765	–	–	0.01%	364
2020 Q3	$170K	Sell	765 -637	-45%	-$130K	0.01%	346
2020 Q2	$269	Buy	+1,402	New	+$270K	﹤0.01%	296
2013 Q4	–	Sell	-13,700	Closed	-$1.91M	–	372
2013 Q3	$1.91M	Buy	+13,700	New	+$2.17M	0.35%	51