Integrated Wealth Concepts’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 | $2.18M | Buy |
7,430
+3,334
| +81% | +$978K | 0.02% | 591 |
|
|
2025
Q1 | $1.23M | Sell |
4,096
-265
| -6% | -$79.3K | 0.01% | 742 |
|
|
2024
Q4 | $1.31M | Buy |
4,361
+186
| +4% | +$55.7K | 0.02% | 708 |
|
|
2024
Q3 | $1.52M | Sell |
4,175
-6,977
| -63% | -$2.54M | 0.02% | 635 |
|
|
2024
Q2 | $3.21M | Buy |
11,152
+137
| +1% | +$39.4K | 0.04% | 370 |
|
|
2024
Q1 | $3.2M | Buy |
11,015
+766
| +7% | +$222K | 0.05% | 373 |
|
|
2023
Q4 | $3.13M | Buy |
10,249
+508
| +5% | +$155K | 0.05% | 339 |
|
|
2023
Q3 | $2.57M | Buy |
9,741
+1,349
| +16% | +$355K | 0.05% | 370 |
|
|
2023
Q2 | $2.45M | Buy |
8,392
+4,104
| +96% | +$1.2M | 0.04% | 387 |
|
|
2023
Q1 | $1.3M | Buy |
4,288
+2,952
| +221% | +$892K | 0.03% | 530 |
|
|
2022
Q4 | $374K | Buy |
1,336
+168
| +14% | +$47K | 0.01% | 742 |
|
|
2022
Q3 | $342K | Sell |
1,168
-51
| -4% | -$14.9K | 0.01% | 697 |
|
|
2022
Q2 | $381K | Buy |
+1,219
| New | +$381K | 0.01% | 678 |
|
|
2022
Q1 | – | Sell |
-1,062
| Closed | -$398K | – | 1024 |
|
|
2021
Q4 | $398K | Sell |
1,062
-977
| -48% | -$366K | 0.01% | 671 |
|
|
2021
Q3 | $606K | Buy |
+2,039
| New | +$606K | 0.02% | 533 |
|