JFS 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 | $93.3K | Hold |
|
|||||
|
2025
Q2 | $94.8K | Hold |
|
|||||
|
2025
Q1 | $96.7K | Hold |
|
|||||
|
2024
Q4 | $96.7K | Sell |
|
|||||
|
2024
Q3 | $132K | Hold |
|
|||||
|
2024
Q2 | $104K | Sell |
|
|||||
|
2024
Q1 | $106K | Sell |
|
|||||
|
2023
Q4 | $113K | Buy |
|
|||||
|
2023
Q3 | $95.7K | Hold |
|
|||||
|
2023
Q2 | $106K | Hold |
|
|||||
|
2023
Q1 | $110K | Hold |
|
|||||
|
2022
Q4 | $102K | Sell |
|
|||||
|
2022
Q3 | $171K | Hold |
|
|||||
|
2022
Q2 | $182K | Buy |
|
|||||
|
2022
Q1 | $212K | Buy |
|
|||||
|
2021
Q4 | $121K | Hold |
|
|||||
|
2021
Q3 | $96K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $7K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $1K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $2K | Hold |
|
|||||
|
2015
Q1 | $2K | Buy |
|
|||||
|
2014
Q4 | $1K | Hold |
|
|||||
|
2014
Q3 | $1K | Buy |
|
|||||
|
2014
Q2 | $1K | Buy |
|