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	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	+$212K	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%	-$303K	0.04%	155
2020 Q4	$592K	Buy	2,561 +1,306	+104%	+$299K	0.06%	134
2020 Q3	$280K	Buy	1,255 +6	+0.5%	+$1.23K	0.04%	137
2020 Q2	$240K	Sell	1,249 -1,670	-57%	-$322K	0.04%	143
2020 Q1	$580K	Buy	2,919 +307	+12%	+$65.8K	0.13%	78
2019 Q4	$556K	Buy	2,612 +206	+9%	+$45.7K	0.11%	118
2019 Q3	$590K	Buy	2,406 +134	+6%	+$33.6K	0.12%	108
2019 Q2	$5.37K	Buy	2,272 +31	+1%	+$7.11K	0.1%	120
2019 Q1	$488K	Buy	2,241 +5	+0.2%	+$1.05K	0.09%	138
2018 Q4	$440K	Buy	2,236 +7	+0.3%	+$1.43K	0.1%	98
2018 Q3	$450K	Buy	2,229 +6	+0.3%	+$1.29K	0.1%	116
2018 Q2	$504K	Buy	2,223 +5	+0.2%	+$1.04K	0.12%	108
2018 Q1	$444K	Buy	2,218 +134	+6%	+$26.1K	0.12%	128
2017 Q4	$436K	Buy	2,084 +158	+8%	+$33.4K	0.11%	121
2017 Q3	$412K	Buy	1,926 +6	+0.3%	+$1.24K	0.1%	115
2017 Q2	$400K	Buy	1,920 +5	+0.3%	+$1.07K	0.11%	90
2017 Q1	$419K	Buy	1,915 +5	+0.3%	+$1.11K	0.1%	106
2016 Q4	$427K	Buy	1,910 +106	+6%	+$22.6K	0.12%	96
2016 Q3	$403K	Buy	1,804 +754	+72%	+$176K	0.08%	110
2016 Q2	$268K	Buy	+1,050	New	+$270K	0.08%	94