LTI
Laffer Tengler Investments’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+804
| New | +$236K | 0.04% | 154 |
|
|
2025
Q1 | – | Sell |
-1,808
| Closed | -$541K | – | 151 |
|
|
2024
Q4 | $541K | Sell |
1,808
-59
| -3% | -$17.7K | 0.11% | 100 |
|
|
2024
Q3 | $679K | Buy |
1,867
+61
| +3% | +$22.2K | 0.14% | 107 |
|
|
2024
Q2 | $519K | Sell |
1,806
-4,959
| -73% | -$1.43M | 0.11% | 115 |
|
|
2024
Q1 | $1.96M | Sell |
6,765
-14,182
| -68% | -$4.11M | 0.51% | 71 |
|
|
2023
Q4 | $6.39M | Buy |
20,947
+777
| +4% | +$237K | 1.7% | 16 |
|
|
2023
Q3 | $5.32M | Buy |
20,170
+2,397
| +13% | +$632K | 1.56% | 16 |
|
|
2023
Q2 | $5.19M | Buy |
17,773
+424
| +2% | +$124K | 1.38% | 15 |
|
|
2023
Q1 | $5.24M | Buy |
17,349
+1,819
| +12% | +$550K | 1.42% | 13 |
|
|
2022
Q4 | $4.35M | Buy |
15,530
+6,010
| +63% | +$1.68M | 1.25% | 17 |
|
|
2022
Q3 | $2.79M | Buy |
9,520
+959
| +11% | +$281K | 1.02% | 31 |
|
|
2022
Q2 | $2.68M | Buy |
8,561
+2,867
| +50% | +$896K | 0.94% | 37 |
|
|
2022
Q1 | $2.22M | Buy |
5,694
+1,222
| +27% | +$477K | 0.67% | 60 |
|
|
2021
Q4 | $1.68M | Sell |
4,472
-201
| -4% | -$75.3K | 0.48% | 83 |
|
|
2021
Q3 | $1.39M | Buy |
4,673
+1,226
| +36% | +$364K | 0.4% | 96 |
|
|
2021
Q2 | $1.04M | Buy |
+3,447
| New | +$1.04M | 0.39% | 89 |
|
|
2016
Q4 | – | Sell |
-6,192
| Closed | -$1.38M | – | 274 |
|
|
2016
Q3 | $1.38M | Hold |
6,192
| – | – | 0.38% | 94 |
|
|
2016
Q2 | $1.58M | Buy |
+6,192
| New | +$1.58M | 0.45% | 83 |
|