Integrated Wealth Concepts’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
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|
2025
Q1 | $1.23M | Sell |
|
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|
2024
Q4 | $1.31M | Buy |
|
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|
2024
Q3 | $1.52M | Sell |
|
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|
2024
Q2 | $3.21M | Buy |
|
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|
2024
Q1 | $3.2M | Buy |
|
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|
2023
Q4 | $3.13M | Buy |
|
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|
2023
Q3 | $2.57M | Buy |
|
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|
2023
Q2 | $2.45M | Buy |
|
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|
2023
Q1 | $1.29M | Buy |
|
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|
2022
Q4 | $374K | Buy |
|
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|
2022
Q3 | $342K | Sell |
|
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|
2022
Q2 | $381K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $398K | Sell |
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|
2021
Q3 | $606K | Buy |
|