Heartland Bank & Trust’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 | $273K | Sell |
931
-735
| -44% | -$216K | 0.13% | 151 |
|
2025
Q1 | $499K | Buy |
1,666
+258
| +18% | +$77.2K | 0.26% | 91 |
|
2024
Q4 | $422K | Sell |
1,408
-51
| -3% | -$15.3K | 0.23% | 91 |
|
2024
Q3 | $531K | Sell |
1,459
-51
| -3% | -$18.6K | 0.29% | 83 |
|
2024
Q2 | $434K | Buy |
1,510
+65
| +4% | +$18.7K | 0.25% | 93 |
|
2024
Q1 | $419K | Sell |
1,445
-60
| -4% | -$17.4K | 0.24% | 98 |
|
2023
Q4 | $459K | Sell |
1,505
-81
| -5% | -$24.7K | 0.32% | 79 |
|
2023
Q3 | $418K | Buy |
1,586
+23
| +1% | +$6.06K | 0.33% | 87 |
|
2023
Q2 | $456K | Sell |
1,563
-143
| -8% | -$41.7K | 0.36% | 84 |
|
2023
Q1 | $515K | Buy |
1,706
+113
| +7% | +$34.1K | 0.39% | 80 |
|
2022
Q4 | $446K | Buy |
+1,593
| New | +$446K | 0.33% | 90 |
|