Gradient Investments’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23
| Closed | -$6.62K | – | 1032 |
|
|
2024
Q2 | $6.62K | Sell |
23
-1
| -4% | -$288 | ﹤0.01% | 807 |
|
|
2024
Q1 | $7.05K | Sell |
24
-11
| -31% | -$3.23K | ﹤0.01% | 679 |
|
|
2023
Q4 | $10.8K | Sell |
35
-26
| -43% | -$8K | ﹤0.01% | 829 |
|
|
2023
Q3 | $16.1K | Sell |
61
-13
| -18% | -$3.43K | ﹤0.01% | 715 |
|
|
2023
Q2 | $21.5K | Sell |
74
-141
| -66% | -$40.9K | ﹤0.01% | 677 |
|
|
2023
Q1 | $64.9K | Sell |
215
-48,188
| -100% | -$14.5M | ﹤0.01% | 446 |
|
|
2022
Q4 | $13.6M | Buy |
48,403
+4,191
| +9% | +$1.17M | 0.43% | 85 |
|
|
2022
Q3 | $12.9M | Buy |
44,212
+3,225
| +8% | +$944K | 0.4% | 63 |
|
|
2022
Q2 | $12.8M | Buy |
40,987
+40,983
| +1,024,575% | +$12.8M | 0.37% | 69 |
|
|
2022
Q1 | $2K | Sell |
4
-1
| -20% | -$500 | ﹤0.01% | 1055 |
|
|
2021
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q3 | $1K | Sell |
5
-4
| -44% | -$800 | ﹤0.01% | 1096 |
|
|
2021
Q2 | $3K | Sell |
9
-15
| -63% | -$5K | ﹤0.01% | 961 |
|
|
2021
Q1 | $6K | Sell |
24
-15
| -38% | -$3.75K | ﹤0.01% | 859 |
|
|
2020
Q4 | $9K | Hold |
39
| – | – | ﹤0.01% | 724 |
|
|
2020
Q3 | $9K | Sell |
39
-50
| -56% | -$11.5K | ﹤0.01% | 728 |
|
|
2020
Q2 | $17K | Sell |
89
-44,761
| -100% | -$8.55M | ﹤0.01% | 554 |
|
|
2020
Q1 | $8.91M | Sell |
44,850
-572
| -1% | -$114K | 0.48% | 55 |
|
|
2019
Q4 | $9.67M | Buy |
45,422
+45,401
| +216,195% | +$9.67M | 0.43% | 72 |
|
|
2019
Q3 | $5K | Buy |
21
+7
| +50% | +$1.67K | ﹤0.01% | 802 |
|
|
2019
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 839 |
|
|
2019
Q1 | $3K | Sell |
14
-47
| -77% | -$10.1K | ﹤0.01% | 719 |
|
|
2018
Q4 | $12K | Buy |
61
+10
| +20% | +$1.97K | ﹤0.01% | 549 |
|
|
2018
Q3 | $10K | Buy |
51
+47
| +1,175% | +$9.22K | ﹤0.01% | 632 |
|
|
2018
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 921 |
|
|
2018
Q1 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 931 |
|
|
2017
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 938 |
|
|
2014
Q1 | – | Sell |
-89
| Closed | -$13K | – | 605 |
|
|
2013
Q4 | $13K | Buy |
89
+39
| +78% | +$5.7K | ﹤0.01% | 355 |
|
|
2013
Q3 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 305 |
|