Kestra Private Wealth Services’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 | $2.11M | Buy |
7,191
+4,544
| +172% | +$1.33M | 0.03% | 481 |
|
|
2025
Q1 | $792K | Buy |
2,647
+137
| +5% | +$41K | 0.01% | 771 |
|
|
2024
Q4 | $752K | Buy |
2,510
+138
| +6% | +$41.3K | 0.01% | 753 |
|
|
2024
Q3 | $863K | Sell |
2,372
-1,332
| -36% | -$485K | 0.02% | 666 |
|
|
2024
Q2 | $1.07M | Buy |
3,704
+72
| +2% | +$20.7K | 0.02% | 556 |
|
|
2024
Q1 | $1.05M | Buy |
+3,632
| New | +$1.05M | 0.02% | 543 |
|
|
2023
Q4 | – | Sell |
-2,262
| Closed | -$596K | – | 1279 |
|
|
2023
Q3 | $596K | Buy |
+2,262
| New | +$596K | 0.02% | 611 |
|