Laurel Wealth Advisors (California)’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $374K | Hold |
1,334
| – | – | 0.04% | 434 |
|
|
2022
Q3 | $391K | Sell |
1,334
-113
| -8% | -$33.1K | 0.04% | 404 |
|
|
2022
Q2 | $452K | Sell |
1,447
-75
| -5% | -$23.4K | 0.05% | 382 |
|
|
2022
Q1 | $594K | Sell |
1,522
-407
| -21% | -$159K | 0.05% | 367 |
|
|
2021
Q4 | $723K | Buy |
1,929
+774
| +67% | +$290K | 0.06% | 341 |
|
|
2021
Q3 | $343K | Sell |
1,155
-224
| -16% | -$66.5K | 0.06% | 309 |
|
|
2021
Q2 | $414K | Sell |
1,379
-188
| -12% | -$56.4K | 0.05% | 321 |
|
|
2021
Q1 | $387K | Sell |
1,567
-1,726
| -52% | -$426K | 0.06% | 304 |
|
|
2020
Q4 | $761K | Sell |
3,293
-165
| -5% | -$38.1K | 0.11% | 184 |
|
|
2020
Q3 | $771K | Buy |
3,458
+2,207
| +176% | +$492K | 0.13% | 177 |
|
|
2020
Q2 | $240K | Buy |
+1,251
| New | +$240K | 0.04% | 331 |
|
|
2018
Q4 | – | Sell |
-1,468
| Closed | -$295K | – | 389 |
|
|
2018
Q3 | $295K | Sell |
1,468
-3,388
| -70% | -$681K | 0.07% | 276 |
|
|
2018
Q2 | $1.1M | Sell |
4,856
-226
| -4% | -$51.2K | 0.29% | 90 |
|
|
2018
Q1 | $1.02M | Sell |
5,082
-1,885
| -27% | -$378K | 0.32% | 83 |
|
|
2017
Q4 | $1.46M | Buy |
6,967
+886
| +15% | +$185K | 0.42% | 67 |
|
|
2017
Q3 | $1.3M | Buy |
6,081
+3,221
| +113% | +$689K | 0.44% | 70 |
|
|
2017
Q2 | $596K | Buy |
2,860
+1,672
| +141% | +$348K | 0.21% | 117 |
|
|
2017
Q1 | $265K | Hold |
1,188
| – | – | 0.1% | 211 |
|
|
2016
Q4 | $265K | Sell |
1,188
-99
| -8% | -$22.1K | 0.12% | 188 |
|
|
2016
Q3 | $287K | Buy |
1,287
+198
| +18% | +$44.2K | 0.14% | 176 |
|
|
2016
Q2 | $278K | Buy |
1,089
+196
| +22% | +$50K | 0.13% | 179 |
|
|
2016
Q1 | $246K | Sell |
893
-80
| -8% | -$22K | 0.12% | 204 |
|
|
2015
Q4 | $241K | Buy |
+973
| New | +$241K | 0.12% | 197 |
|