JFS Wealth Advisors’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 | $94.8K | Hold |
323
| – | – | 0.01% | 378 |
|
|
2025
Q1 | $96.7K | Hold |
323
| – | – | 0.01% | 372 |
|
|
2024
Q4 | $96.7K | Sell |
323
-40
| -11% | -$12K | 0.01% | 366 |
|
|
2024
Q3 | $132K | Hold |
363
| – | – | 0.01% | 332 |
|
|
2024
Q2 | $104K | Sell |
363
-1
| -0.3% | -$288 | 0.01% | 300 |
|
|
2024
Q1 | $106K | Sell |
364
-6
| -2% | -$1.74K | 0.01% | 310 |
|
|
2023
Q4 | $113K | Buy |
370
+7
| +2% | +$2.14K | 0.01% | 285 |
|
|
2023
Q3 | $95.7K | Hold |
363
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $106K | Hold |
363
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $110K | Hold |
363
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $102K | Sell |
363
-220
| -38% | -$61.6K | 0.01% | 276 |
|
|
2022
Q3 | $171K | Hold |
583
| – | – | 0.02% | 227 |
|
|
2022
Q2 | $182K | Buy |
583
+40
| +7% | +$12.5K | 0.02% | 220 |
|
|
2022
Q1 | $212K | Buy |
543
+220
| +68% | +$85.9K | 0.02% | 222 |
|
|
2021
Q4 | $121K | Hold |
323
| – | – | 0.01% | 278 |
|
|
2021
Q3 | $96K | Buy |
+323
| New | +$96K | 0.01% | 317 |
|
|
2018
Q4 | – | Sell |
-37
| Closed | -$7K | – | 517 |
|
|
2018
Q3 | $7K | Buy |
+37
| New | +$7K | ﹤0.01% | 439 |
|
|
2016
Q2 | – | Sell |
-4
| Closed | -$1K | – | 595 |
|
|
2016
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 594 |
|
|
2015
Q3 | – | Sell |
-11
| Closed | -$2K | – | 548 |
|
|
2015
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 468 |
|
|
2015
Q1 | $2K | Buy |
11
+5
| +83% | +$909 | ﹤0.01% | 464 |
|
|
2014
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 506 |
|
|
2014
Q3 | $1K | Buy |
6
+1
| +20% | +$167 | ﹤0.01% | 462 |
|
|
2014
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 456 |
|