Laurel Wealth Advisors (California)’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$374K	Hold	1,334	–	–	0.04%	434
2022 Q3	$391K	Sell	1,334 -113	-8%	-$36.8K	0.04%	404
2022 Q2	$452K	Sell	1,447 -75	-5%	-$26K	0.05%	382
2022 Q1	$594K	Sell	1,522 -407	-21%	-$148K	0.05%	367
2021 Q4	$723K	Buy	1,929 +774	+67%	+$259K	0.06%	341
2021 Q3	$343K	Sell	1,155 -224	-16%	-$70.3K	0.06%	309
2021 Q2	$414K	Sell	1,379 -188	-12%	-$52.7K	0.05%	321
2021 Q1	$387K	Sell	1,567 -1,726	-52%	-$402K	0.06%	304
2020 Q4	$761K	Sell	3,293 -165	-5%	-$37.8K	0.11%	184
2020 Q3	$771K	Buy	3,458 +2,207	+176%	+$451K	0.13%	177
2020 Q2	$240K	Buy	+1,251	New	+$241K	0.04%	333
2018 Q4	–	Sell	-1,468	Closed	-$295K	–	419
2018 Q3	$295K	Sell	1,468 -3,388	-70%	-$731K	0.07%	283
2018 Q2	$1.1M	Sell	4,856 -226	-4%	-$47.1K	0.29%	90
2018 Q1	$1.02M	Sell	5,082 -1,885	-27%	-$367K	0.32%	83
2017 Q4	$1.46M	Buy	6,967 +886	+15%	+$187K	0.42%	68
2017 Q3	$1.3M	Buy	6,081 +3,221	+113%	+$666K	0.44%	71
2017 Q2	$596K	Buy	2,860 +1,672	+141%	+$360K	0.21%	119
2017 Q1	$265K	Hold	1,188	–	–	0.1%	216
2016 Q4	$265K	Sell	1,188 -99	-8%	-$21.1K	0.12%	192
2016 Q3	$287K	Buy	1,287 +198	+18%	+$46.2K	0.14%	181
2016 Q2	$278K	Buy	1,089 +196	+22%	+$50.3K	0.14%	183
2016 Q1	$246K	Sell	893 -80	-8%	-$20.2K	0.13%	205
2015 Q4	$241K	Buy	+973	New	+$228K	0.13%	197