JIR
James Investment Research’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-115
| Closed | -$35K | – | 471 |
|
|
2023
Q1 | $35K | Hold |
115
| – | – | ﹤0.01% | 388 |
|
|
2022
Q4 | $32K | Hold |
115
| – | – | ﹤0.01% | 397 |
|
|
2022
Q3 | $34K | Hold |
115
| – | – | ﹤0.01% | 396 |
|
|
2022
Q2 | $36K | Hold |
115
| – | – | ﹤0.01% | 376 |
|
|
2022
Q1 | $45K | Sell |
115
-135
| -54% | -$52.8K | ﹤0.01% | 358 |
|
|
2021
Q4 | $94K | Hold |
250
| – | – | 0.01% | 337 |
|
|
2021
Q3 | $74K | Hold |
250
| – | – | 0.01% | 351 |
|
|
2021
Q2 | $75K | Hold |
250
| – | – | 0.01% | 349 |
|
|
2021
Q1 | $62K | Sell |
250
-140
| -36% | -$34.7K | 0.01% | 364 |
|
|
2020
Q4 | $90K | Sell |
390
-7,608
| -95% | -$1.76M | 0.01% | 327 |
|
|
2020
Q3 | $1.78M | Sell |
7,998
-16,555
| -67% | -$3.69M | 0.16% | 125 |
|
|
2020
Q2 | $4.71M | Sell |
24,553
-867
| -3% | -$166K | 0.44% | 76 |
|
|
2020
Q1 | $5.05M | Sell |
25,420
-4,916
| -16% | -$976K | 0.52% | 64 |
|
|
2019
Q4 | $6.46M | Buy |
30,336
+2,080
| +7% | +$443K | 0.45% | 77 |
|
|
2019
Q3 | $6.93M | Buy |
+28,256
| New | +$6.93M | 0.5% | 65 |
|
|
2016
Q3 | – | Sell |
-20
| Closed | -$5K | – | 575 |
|
|
2016
Q2 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 460 |
|