Institutional & Family Asset Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.48K | Hold |
26
| – | – | ﹤0.01% | 447 |
|
|
2024
Q1 | $7.54K | Hold |
26
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $7.93K | Buy |
26
+8
| +44% | +$2.44K | ﹤0.01% | 417 |
|
|
2023
Q3 | $4.74K | Buy |
18
+7
| +64% | +$1.85K | ﹤0.01% | 470 |
|
|
2023
Q2 | $3.21K | Buy |
+11
| New | +$3.21K | ﹤0.01% | 533 |
|
|
2022
Q4 | – | Sell |
-16
| Closed | -$5K | – | 765 |
|
|
2022
Q3 | $5K | Hold |
16
| – | – | ﹤0.01% | 484 |
|
|
2022
Q2 | $5K | Hold |
16
| – | – | ﹤0.01% | 493 |
|
|
2022
Q1 | $6K | Hold |
16
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $6K | Buy |
16
+5
| +45% | +$1.88K | ﹤0.01% | 535 |
|
|
2021
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 741 |
|
|
2021
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 789 |
|
|
2021
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 760 |
|
|
2020
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 717 |
|
|
2020
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 718 |
|
|
2020
Q2 | $2K | Sell |
11
-8
| -42% | -$1.46K | ﹤0.01% | 706 |
|
|
2020
Q1 | $4K | Buy |
19
+5
| +36% | +$1.05K | ﹤0.01% | 566 |
|
|
2019
Q4 | $3K | Sell |
14
-124
| -90% | -$26.6K | ﹤0.01% | 678 |
|
|
2019
Q3 | $34K | Buy |
138
+24
| +21% | +$5.91K | 0.01% | 333 |
|
|
2019
Q2 | $27K | Hold |
114
| – | – | 0.01% | 383 |
|
|
2019
Q1 | $25K | Sell |
114
-290
| -72% | -$63.6K | 0.01% | 400 |
|
|
2018
Q4 | $82K | Buy |
404
+390
| +2,786% | +$79.2K | 0.02% | 257 |
|
|
2018
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 689 |
|
|
2018
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 677 |
|
|
2018
Q1 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 675 |
|