HRC

Hoertkorn Richard Charles’s Public Storage PSA Stock Holding History

Hoertkorn Richard Charles’s Portfolio PSA Stock Details PSA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$105K	Hold	357	–	–	0.04%	47
2025 Q1	$107K	Hold	357	–	–	0.05%	47
2024 Q4	$107K	Hold	357	–	–	0.04%	48
2024 Q3	$130K	Hold	357	–	–	0.06%	49
2024 Q2	$103K	Hold	357	–	–	0.04%	51
2024 Q1	$104K	Hold	357	–	–	0.04%	50
2023 Q4	$109K	Hold	357	–	–	0.05%	50
2023 Q3	$94.1K	Hold	357	–	–	0.05%	50
2023 Q2	$104K	Hold	357	–	–	0.05%	50
2023 Q1	$108K	Hold	357	–	–	0.06%	50
2022 Q4	$100K	Hold	357	–	–	0.05%	50
2022 Q3	$104K	Hold	357	–	–	0.06%	46
2022 Q2	$112K	Hold	357	–	–	0.06%	47
2022 Q1	$139K	Hold	357	–	–	0.06%	46
2021 Q4	$134K	Hold	357	–	–	0.05%	48
2021 Q3	$106K	Hold	357	–	–	0.05%	51
2021 Q2	$107K	Hold	357	–	–	0.05%	55
2021 Q1	$88K	Hold	357	–	–	0.04%	56
2020 Q4	$82K	Hold	357	–	–	0.05%	58
2020 Q3	$80K	Hold	357	–	–	0.05%	56
2020 Q2	$68K	Hold	357	–	–	0.05%	58
2020 Q1	$71K	Hold	357	–	–	0.06%	58
2019 Q4	$76K	Hold	357	–	–	0.05%	58
2019 Q3	$88K	Hold	357	–	–	0.06%	56
2019 Q2	$85K	Hold	357	–	–	0.06%	56
2019 Q1	$78K	Hold	357	–	–	0.05%	57
2018 Q4	$72K	Hold	357	–	–	0.05%	60
2018 Q3	$72K	Hold	357	–	–	0.04%	63
2018 Q2	$81K	Hold	357	–	–	0.05%	62
2018 Q1	$72K	Hold	357	–	–	0.04%	63
2017 Q4	$75K	Hold	357	–	–	0.04%	63
2017 Q3	$76K	Hold	357	–	–	0.05%	60
2017 Q2	$74K	Hold	357	–	–	0.05%	59
2017 Q1	$78K	Hold	357	–	–	0.05%	61
2016 Q4	$80K	Hold	357	–	–	0.06%	60
2016 Q3	$80K	Hold	357	–	–	0.06%	59
2016 Q2	$91K	Hold	357	–	–	0.07%	61
2016 Q1	$99K	Hold	357	–	–	0.08%	57
2015 Q4	$88K	Hold	357	–	–	0.07%	61
2015 Q3	$76K	Hold	357	–	–	0.06%	64
2015 Q2	$66K	Hold	357	–	–	0.05%	63
2015 Q1	$70K	Hold	357	–	–	0.05%	62
2014 Q4	$66K	Hold	357	–	–	0.05%	63
2014 Q3	$59K	Hold	357	–	–	0.04%	61
2014 Q2	$61K	Hold	357	–	–	0.05%	63
2014 Q1	$60K	Hold	357	–	–	0.05%	63
2013 Q4	$54K	Buy	+357	New	+$54K	0.04%	65