Heritage Wealth Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Buy |
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|
2025
Q1 | $15K | Hold |
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|
2024
Q4 | $14.8K | Buy |
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|
2024
Q3 | $17.8K | Hold |
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|
2024
Q2 | $14K | Buy |
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|
2024
Q1 | $14K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $5.94K | Hold |
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|
2021
Q2 | $6.01K | Hold |
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|
2021
Q1 | $4.93K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.28K | Sell |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $15.7K | Hold |
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|
2019
Q1 | $14.4K | Buy |
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