Merriman Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $492K | Hold |
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|
2021
Q4 | $472K | Hold |
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|
2021
Q3 | $375K | Hold |
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|
2021
Q2 | $379K | Hold |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $592K | Buy |
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|
2020
Q3 | $280K | Buy |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $580K | Buy |
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|
2019
Q4 | $556K | Buy |
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|
2019
Q3 | $590K | Buy |
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|
2019
Q2 | $5.37K | Buy |
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|
2019
Q1 | $488K | Buy |
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|
2018
Q4 | $440K | Buy |
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|
2018
Q3 | $450K | Buy |
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|
2018
Q2 | $504K | Buy |
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|
2018
Q1 | $444K | Buy |
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|
2017
Q4 | $436K | Buy |
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|
2017
Q3 | $412K | Buy |
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|
2017
Q2 | $400K | Buy |
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|
2017
Q1 | $419K | Buy |
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|
2016
Q4 | $427K | Buy |
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|
2016
Q3 | $403K | Buy |
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|
2016
Q2 | $268K | Buy |
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