Impact Partnership Wealth’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 | $748K | Sell |
2,550
-307
| -11% | -$90.1K | 0.14% | 74 |
|
|
2025
Q1 | $855K | Sell |
2,857
-301
| -10% | -$90.1K | 0.18% | 58 |
|
|
2024
Q4 | $946K | Sell |
3,158
-74
| -2% | -$22.2K | 0.19% | 61 |
|
|
2024
Q3 | $1.18M | Sell |
3,232
-96
| -3% | -$34.9K | 0.27% | 40 |
|
|
2024
Q2 | $957K | Buy |
3,328
+1,076
| +48% | +$310K | 0.25% | 50 |
|
|
2024
Q1 | $653K | Sell |
2,252
-293
| -12% | -$85K | 0.26% | 50 |
|
|
2023
Q4 | $776K | Buy |
2,545
+2,360
| +1,276% | +$720K | 0.28% | 47 |
|
|
2023
Q3 | $48.8K | Sell |
185
-838
| -82% | -$221K | 0.02% | 401 |
|
|
2023
Q2 | $299K | Buy |
+1,023
| New | +$299K | 0.1% | 142 |
|