Independent Advisor Alliance’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 | $741K | Buy |
2,526
+729
| +41% | +$214K | 0.02% | 480 |
|
|
2025
Q1 | $538K | Buy |
1,797
+475
| +36% | +$142K | 0.02% | 506 |
|
|
2024
Q4 | $396K | Buy |
1,322
+64
| +5% | +$19.2K | 0.01% | 1026 |
|
|
2024
Q3 | $458K | Buy |
1,258
+414
| +49% | +$151K | 0.02% | 474 |
|
|
2024
Q2 | $243K | Buy |
844
+57
| +7% | +$16.4K | 0.01% | 626 |
|
|
2024
Q1 | $228K | Buy |
787
+69
| +10% | +$20K | 0.01% | 632 |
|
|
2023
Q4 | $219K | Buy |
+718
| New | +$219K | 0.01% | 625 |
|
|
2022
Q2 | – | Sell |
-596
| Closed | -$233K | – | 679 |
|
|
2022
Q1 | $233K | Buy |
596
+29
| +5% | +$11.3K | 0.01% | 569 |
|
|
2021
Q4 | $212K | Buy |
+567
| New | +$212K | 0.01% | 617 |
|