Great Valley Advisor Group’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 | $626K | Buy |
2,131
+8
| +0.4% | +$2.35K | 0.01% | 549 |
|
2025
Q1 | $635K | Hold |
2,123
| – | – | 0.01% | 535 |
|
2024
Q4 | $636K | Buy |
2,123
+1
| +0% | +$299 | 0.01% | 530 |
|
2024
Q3 | $773K | Buy |
2,122
+53
| +3% | +$19.3K | 0.02% | 471 |
|
2024
Q2 | $595K | Buy |
2,069
+28
| +1% | +$8.06K | 0.02% | 494 |
|
2024
Q1 | $592K | Sell |
2,041
-31
| -1% | -$9K | 0.02% | 454 |
|
2023
Q4 | $632K | Buy |
2,072
+36
| +2% | +$11K | 0.02% | 411 |
|
2023
Q3 | $536K | Buy |
2,036
+9
| +0.4% | +$2.37K | 0.02% | 421 |
|
2023
Q2 | $592K | Buy |
+2,027
| New | +$592K | 0.02% | 409 |
|