Heritage Wealth Advisors’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 | $14.8K | Buy |
51
+1
| +2% | +$291 | ﹤0.01% | 401 |
|
|
2025
Q1 | $15K | Hold |
50
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $14.8K | Buy |
50
+1
| +2% | +$297 | ﹤0.01% | 411 |
|
|
2024
Q3 | $17.8K | Hold |
49
| – | – | ﹤0.01% | 406 |
|
|
2024
Q2 | $14K | Buy |
49
+1
| +2% | +$285 | ﹤0.01% | 406 |
|
|
2024
Q1 | $14K | Buy |
+48
| New | +$14K | ﹤0.01% | 420 |
|
|
2022
Q2 | – | Sell |
-20
| Closed | -$8K | – | 575 |
|
|
2022
Q1 | $8K | Hold |
20
| – | – | ﹤0.01% | 447 |
|
|
2021
Q4 | $7K | Hold |
20
| – | – | ﹤0.01% | 468 |
|
|
2021
Q3 | $5.94K | Hold |
20
| – | – | ﹤0.01% | 463 |
|
|
2021
Q2 | $6.01K | Hold |
20
| – | – | ﹤0.01% | 470 |
|
|
2021
Q1 | $4.94K | Buy |
+20
| New | +$4.94K | ﹤0.01% | 498 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | -$1.28K | – | 549 |
|
|
2019
Q4 | $1.28K | Sell |
6
-60
| -91% | -$12.8K | ﹤0.01% | 642 |
|
|
2019
Q3 | $16K | Hold |
66
| – | – | ﹤0.01% | 362 |
|
|
2019
Q2 | $15.7K | Hold |
66
| – | – | ﹤0.01% | 359 |
|
|
2019
Q1 | $14.4K | Buy |
+66
| New | +$14.4K | ﹤0.01% | 332 |
|