Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
4,004
-138
| -3% | -$40.5K | 0.03% | 290 |
|
|
2025
Q1 | $1.24M | Buy |
+4,142
| New | +$1.24M | 0.03% | 249 |
|
|
2024
Q4 | – | Sell |
-1,072
| Closed | -$390K | – | 660 |
|
|
2024
Q3 | $390K | Sell |
1,072
-5
| -0.5% | -$1.82K | 0.01% | 464 |
|
|
2024
Q2 | $310K | Buy |
1,077
+11
| +1% | +$3.16K | 0.01% | 497 |
|
|
2024
Q1 | $309K | Buy |
1,066
+85
| +9% | +$24.7K | 0.01% | 513 |
|
|
2023
Q4 | $299K | Buy |
981
+112
| +13% | +$34.2K | 0.01% | 452 |
|
|
2023
Q3 | $229K | Sell |
869
-8
| -0.9% | -$2.11K | 0.01% | 478 |
|
|
2023
Q2 | $256K | Sell |
877
-1
| -0.1% | -$292 | 0.01% | 452 |
|
|
2023
Q1 | $265K | Buy |
878
+22
| +3% | +$6.65K | 0.01% | 440 |
|
|
2022
Q4 | $240K | Sell |
856
-145
| -14% | -$40.6K | 0.01% | 439 |
|
|
2022
Q3 | $293K | Buy |
1,001
+156
| +18% | +$45.7K | 0.02% | 385 |
|
|
2022
Q2 | $264K | Buy |
845
+14
| +2% | +$4.37K | 0.01% | 407 |
|
|
2022
Q1 | $324K | Hold |
831
| – | – | 0.02% | 383 |
|
|
2021
Q4 | $311K | Sell |
831
-481
| -37% | -$180K | 0.01% | 405 |
|
|
2021
Q3 | $390K | Hold |
1,312
| – | – | 0.02% | 330 |
|
|
2021
Q2 | $394K | Buy |
1,312
+1
| +0.1% | +$300 | 0.02% | 327 |
|
|
2021
Q1 | $324K | Buy |
+1,311
| New | +$324K | 0.02% | 346 |
|
|
2019
Q4 | – | Sell |
-814
| Closed | -$200K | – | 341 |
|
|
2019
Q3 | $200K | Sell |
814
-2,270
| -74% | -$558K | 0.02% | 307 |
|
|
2019
Q2 | $734K | Buy |
+3,084
| New | +$734K | 0.08% | 125 |
|