Global Retirement Partners’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 | $817K | Buy |
+2,784
| New | +$817K | 0.02% | 557 |
|
|
2024
Q4 | $673K | Sell |
2,247
-2
| -0.1% | -$599 | 0.02% | 547 |
|
|
2024
Q3 | $818K | Sell |
2,249
-117
| -5% | -$42.6K | 0.02% | 491 |
|
|
2024
Q2 | $680K | Sell |
2,366
-332
| -12% | -$95.5K | 0.02% | 524 |
|
|
2024
Q1 | $783K | Buy |
2,698
+22
| +0.8% | +$6.38K | 0.03% | 414 |
|
|
2023
Q4 | $789K | Buy |
2,676
+28
| +1% | +$8.26K | 0.03% | 390 |
|
|
2023
Q3 | $686K | Buy |
2,648
+18
| +0.7% | +$4.66K | 0.03% | 371 |
|
|
2023
Q2 | $768K | Buy |
2,630
+18
| +0.7% | +$5.25K | 0.04% | 361 |
|
|
2023
Q1 | $737K | Buy |
2,612
+8
| +0.3% | +$2.26K | 0.04% | 364 |
|
|
2022
Q4 | $730K | Buy |
2,604
+25
| +1% | +$7.01K | 0.05% | 310 |
|
|
2022
Q3 | $799K | Sell |
2,579
-4
| -0.2% | -$1.24K | 0.06% | 282 |
|
|
2022
Q2 | $808K | Buy |
2,583
+7
| +0.3% | +$2.19K | 0.06% | 275 |
|
|
2022
Q1 | $840K | Buy |
+2,576
| New | +$840K | 0.07% | 270 |
|
|
2021
Q4 | – | Sell |
-2,240
| Closed | -$666K | – | 1386 |
|
|
2021
Q3 | $666K | Buy |
2,240
+4
| +0.2% | +$1.19K | 0.07% | 248 |
|
|
2021
Q2 | $672K | Buy |
2,236
+232
| +12% | +$69.7K | 0.07% | 247 |
|
|
2021
Q1 | $495K | Hold |
2,004
| – | – | 0.06% | 262 |
|
|
2020
Q4 | $463K | Hold |
2,004
| – | – | 0.06% | 251 |
|
|
2020
Q3 | $446K | Hold |
2,004
| – | – | 0.07% | 240 |
|
|
2020
Q2 | $385K | Hold |
2,004
| – | – | 0.06% | 258 |
|
|
2020
Q1 | $398K | Hold |
2,004
| – | – | 0.08% | 224 |
|
|
2019
Q4 | $427K | Hold |
2,004
| – | – | 0.07% | 254 |
|
|
2019
Q3 | $492K | Hold |
2,004
| – | – | 0.08% | 216 |
|
|
2019
Q2 | $477K | Hold |
2,004
| – | – | 0.09% | 189 |
|
|
2019
Q1 | $436K | Sell |
2,004
-204
| -9% | -$44.4K | 0.11% | 173 |
|
|
2018
Q4 | $447K | Sell |
2,208
-122
| -5% | -$24.7K | 0.11% | 176 |
|
|
2018
Q3 | $470K | Buy |
2,330
+90
| +4% | +$18.2K | 0.11% | 177 |
|
|
2018
Q2 | $508K | Buy |
2,240
+73
| +3% | +$16.6K | 0.13% | 163 |
|
|
2018
Q1 | $434K | Buy |
2,167
+10
| +0.5% | +$2K | 0.12% | 178 |
|
|
2017
Q4 | $451K | Buy |
2,157
+2,001
| +1,283% | +$418K | 0.12% | 157 |
|
|
2017
Q3 | $33K | Buy |
156
+104
| +200% | +$22K | 0.01% | 516 |
|
|
2017
Q2 | $11K | Buy |
52
+28
| +117% | +$5.92K | 0.01% | 768 |
|
|
2017
Q1 | $5K | Buy |
24
+10
| +71% | +$2.08K | ﹤0.01% | 914 |
|
|
2016
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 919 |
|