JNBA Financial Advisors’s Public Storage PSA Stock Holding History

JNBA Financial Advisors’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$94.2K	Hold	321	–	–	0.01%	226
2025 Q1	$96.1K	Hold	321	–	–	0.01%	219
2024 Q4	$96.1K	Hold	321	–	–	0.01%	220
2024 Q3	$117K	Hold	321	–	–	0.01%	210
2024 Q2	$92.3K	Hold	321	–	–	0.01%	232
2024 Q1	$93.1K	Hold	321	–	–	0.01%	238
2023 Q4	$97.9K	Hold	321	–	–	0.01%	230
2023 Q3	$84.6K	Hold	321	–	–	0.01%	236
2023 Q2	$93.7K	Buy	321 +100	+45%	+$29.2K	0.01%	233
2023 Q1	$66.8K	Hold	221	–	–	0.01%	260
2022 Q4	$61.9K	Hold	221	–	–	0.01%	262
2022 Q3	$65K	Hold	221	–	–	0.01%	256
2022 Q2	$69K	Hold	221	–	–	0.01%	253
2022 Q1	$86K	Sell	221 -142	-39%	-$55.3K	0.01%	240
2021 Q4	$136K	Buy	363 +337	+1,296%	+$126K	0.02%	215
2021 Q3	$8K	Hold	26	–	–	﹤0.01%	544
2021 Q2	$8K	Hold	26	–	–	﹤0.01%	508
2021 Q1	$6K	Sell	26 -6	-19%	-$1.39K	﹤0.01%	515
2020 Q4	$7K	Hold	32	–	–	﹤0.01%	471
2020 Q3	$7K	Hold	32	–	–	﹤0.01%	449
2020 Q2	$6K	Hold	32	–	–	﹤0.01%	445
2020 Q1	$6K	Hold	32	–	–	﹤0.01%	432
2019 Q4	$7K	Buy	32 +6	+23%	+$1.31K	﹤0.01%	471
2019 Q3	$6K	Hold	26	–	–	﹤0.01%	463
2019 Q2	$6K	Hold	26	–	–	﹤0.01%	495
2019 Q1	$6K	Hold	26	–	–	﹤0.01%	442
2018 Q4	$5K	Buy	+26	New	+$5K	﹤0.01%	436
2018 Q3	–	Sell	-26	Closed	-$6K	–	654
2018 Q2	$6K	Hold	26	–	–	﹤0.01%	445
2018 Q1	$5K	Hold	26	–	–	﹤0.01%	426
2017 Q4	$5K	Hold	26	–	–	﹤0.01%	411
2017 Q3	$6K	Hold	26	–	–	﹤0.01%	393
2017 Q2	$5K	Hold	26	–	–	﹤0.01%	390
2017 Q1	$6K	Sell	26 -35	-57%	-$8.08K	﹤0.01%	390
2016 Q4	$14K	Sell	61 -344	-85%	-$79K	﹤0.01%	336
2016 Q3	$90K	Buy	405 +379	+1,458%	+$84.2K	0.01%	389
2016 Q2	$7K	Buy	+26	New	+$7K	﹤0.01%	375
2015 Q1	–	Sell	-34	Closed	-$6K	–	547
2014 Q4	$6K	Hold	34	–	–	﹤0.01%	403
2014 Q3	$6K	Buy	+34	New	+$6K	﹤0.01%	426