IVC Wealth Advisors’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
Q3 | $534K | Sell |
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|
2025
Q2 | $544K | Buy |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $467K | Buy |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $297K | Hold |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $229K | Buy |
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