Merriman Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $222K | Hold |
740
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $269K | Hold |
740
| – | – | 0.01% | 185 |
|
|
2024
Q2 | $213K | Hold |
740
| – | – | 0.01% | 194 |
|
|
2024
Q1 | $215K | Buy |
+740
| New | +$215K | 0.01% | 193 |
|
|
2022
Q2 | – | Sell |
-1,261
| Closed | -$492K | – | 197 |
|
|
2022
Q1 | $492K | Hold |
1,261
| – | – | 0.04% | 130 |
|
|
2021
Q4 | $472K | Hold |
1,261
| – | – | 0.03% | 147 |
|
|
2021
Q3 | $375K | Hold |
1,261
| – | – | 0.03% | 155 |
|
|
2021
Q2 | $379K | Hold |
1,261
| – | – | 0.03% | 171 |
|
|
2021
Q1 | $311K | Sell |
1,261
-1,300
| -51% | -$321K | 0.04% | 155 |
|
|
2020
Q4 | $592K | Buy |
2,561
+1,306
| +104% | +$302K | 0.06% | 134 |
|
|
2020
Q3 | $280K | Buy |
1,255
+6
| +0.5% | +$1.34K | 0.04% | 137 |
|
|
2020
Q2 | $240K | Sell |
1,249
-1,670
| -57% | -$321K | 0.04% | 143 |
|
|
2020
Q1 | $580K | Buy |
2,919
+307
| +12% | +$61K | 0.13% | 78 |
|
|
2019
Q4 | $556K | Buy |
2,612
+206
| +9% | +$43.9K | 0.11% | 118 |
|
|
2019
Q3 | $590K | Buy |
2,406
+134
| +6% | +$32.9K | 0.12% | 108 |
|
|
2019
Q2 | $5.37K | Buy |
2,272
+31
| +1% | +$73 | 0.1% | 120 |
|
|
2019
Q1 | $488K | Buy |
2,241
+5
| +0.2% | +$1.09K | 0.09% | 138 |
|
|
2018
Q4 | $440K | Buy |
2,236
+7
| +0.3% | +$1.38K | 0.1% | 98 |
|
|
2018
Q3 | $450K | Buy |
2,229
+6
| +0.3% | +$1.21K | 0.1% | 116 |
|
|
2018
Q2 | $504K | Buy |
2,223
+5
| +0.2% | +$1.13K | 0.12% | 108 |
|
|
2018
Q1 | $444K | Buy |
2,218
+134
| +6% | +$26.8K | 0.12% | 128 |
|
|
2017
Q4 | $436K | Buy |
2,084
+158
| +8% | +$33.1K | 0.11% | 121 |
|
|
2017
Q3 | $412K | Buy |
1,926
+6
| +0.3% | +$1.28K | 0.1% | 115 |
|
|
2017
Q2 | $400K | Buy |
1,920
+5
| +0.3% | +$1.04K | 0.11% | 90 |
|
|
2017
Q1 | $419K | Buy |
1,915
+5
| +0.3% | +$1.09K | 0.1% | 106 |
|
|
2016
Q4 | $427K | Buy |
1,910
+106
| +6% | +$23.7K | 0.12% | 96 |
|
|
2016
Q3 | $403K | Buy |
1,804
+754
| +72% | +$168K | 0.08% | 110 |
|
|
2016
Q2 | $268K | Buy |
+1,050
| New | +$268K | 0.08% | 94 |
|