IFG Advisory’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 | $328K | Buy |
1,117
+54
| +5% | +$15.8K | 0.02% | 583 |
|
|
2025
Q1 | $318K | Buy |
1,063
+14
| +1% | +$4.19K | 0.02% | 543 |
|
|
2024
Q4 | $314K | Buy |
+1,049
| New | +$314K | 0.02% | 532 |
|
|
2024
Q3 | – | Sell |
-1,101
| Closed | -$317K | – | 555 |
|
|
2024
Q2 | $317K | Buy |
+1,101
| New | +$317K | 0.02% | 501 |
|
|
2024
Q1 | – | Sell |
-751
| Closed | -$229K | – | 520 |
|
|
2023
Q4 | $229K | Sell |
751
-25
| -3% | -$7.63K | 0.02% | 527 |
|
|
2023
Q3 | $205K | Buy |
+776
| New | +$205K | 0.02% | 514 |
|
|
2021
Q2 | – | Sell |
-1,393
| Closed | -$343K | – | 503 |
|
|
2021
Q1 | $343K | Buy |
1,393
+92
| +7% | +$22.7K | 0.04% | 371 |
|
|
2020
Q4 | $300K | Buy |
1,301
+7
| +0.5% | +$1.61K | 0.04% | 350 |
|
|
2020
Q3 | $288K | Buy |
1,294
+1
| +0.1% | +$223 | 0.05% | 327 |
|
|
2020
Q2 | $248K | Buy |
1,293
+1
| +0.1% | +$192 | 0.04% | 340 |
|
|
2020
Q1 | $256K | Sell |
1,292
-46
| -3% | -$9.12K | 0.06% | 299 |
|
|
2019
Q4 | $285K | Buy |
1,338
+1
| +0.1% | +$213 | 0.05% | 325 |
|
|
2019
Q3 | $327K | Sell |
1,337
-34
| -2% | -$8.32K | 0.06% | 284 |
|
|
2019
Q2 | $326K | Buy |
1,371
+113
| +9% | +$26.9K | 0.06% | 262 |
|
|
2019
Q1 | $274K | Buy |
+1,258
| New | +$274K | 0.05% | 276 |
|