MGIA
Moneta Group Investment Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Sell |
3,037
-771
| -20% | -$226K | 0.01% | 325 |
|
|
2025
Q1 | $1.14M | Buy |
3,808
+4
| +0.1% | +$1.2K | 0.02% | 274 |
|
|
2024
Q4 | $1.14M | Sell |
3,804
-225
| -6% | -$67.4K | 0.02% | 268 |
|
|
2024
Q3 | $1.47M | Buy |
4,029
+192
| +5% | +$69.9K | 0.02% | 238 |
|
|
2024
Q2 | $1.1M | Buy |
3,837
+56
| +1% | +$16.1K | 0.02% | 259 |
|
|
2024
Q1 | $1.1M | Sell |
3,781
-36
| -0.9% | -$10.4K | 0.02% | 260 |
|
|
2023
Q4 | $1.16M | Buy |
3,817
+46
| +1% | +$14K | 0.02% | 222 |
|
|
2023
Q3 | $994K | Sell |
3,771
-7
| -0.2% | -$1.85K | 0.02% | 224 |
|
|
2023
Q2 | $1.1M | Buy |
3,778
+2,247
| +147% | +$656K | 0.02% | 214 |
|
|
2023
Q1 | $463K | Buy |
1,531
+504
| +49% | +$152K | 0.01% | 330 |
|
|
2022
Q4 | $313K | Sell |
1,027
-90
| -8% | -$27.4K | 0.01% | 363 |
|
|
2022
Q3 | $327K | Sell |
1,117
-98
| -8% | -$28.7K | 0.01% | 334 |
|
|
2022
Q2 | $380K | Buy |
1,215
+108
| +10% | +$33.8K | 0.01% | 342 |
|
|
2022
Q1 | $432K | Sell |
1,107
-94
| -8% | -$36.7K | 0.02% | 310 |
|
|
2021
Q4 | $450K | Sell |
1,201
-11
| -0.9% | -$4.12K | 0.02% | 312 |
|
|
2021
Q3 | $360K | Buy |
1,212
+1
| +0.1% | +$297 | 0.02% | 332 |
|
|
2021
Q2 | $364K | Buy |
1,211
+11
| +0.9% | +$3.31K | 0.02% | 328 |
|
|
2021
Q1 | $296K | Buy |
+1,200
| New | +$296K | 0.02% | 335 |
|
|
2019
Q4 | – | Sell |
-1,627
| Closed | -$399K | – | 281 |
|
|
2019
Q3 | $399K | Buy |
1,627
+11
| +0.7% | +$2.7K | 0.04% | 183 |
|
|
2019
Q2 | $385K | Hold |
1,616
| – | – | 0.04% | 172 |
|
|
2019
Q1 | $352K | Sell |
1,616
-4
| -0.2% | -$871 | 0.04% | 164 |
|
|
2018
Q4 | $328K | Buy |
1,620
+1
| +0.1% | +$202 | 0.04% | 167 |
|
|
2018
Q3 | $326K | Buy |
1,619
+3
| +0.2% | +$604 | 0.03% | 177 |
|
|
2018
Q2 | $367K | Sell |
1,616
-103
| -6% | -$23.4K | 0.04% | 197 |
|
|
2018
Q1 | $345K | Buy |
1,719
+103
| +6% | +$20.7K | 0.05% | 146 |
|
|
2017
Q4 | $338K | Hold |
1,616
| – | – | 0.05% | 147 |
|
|
2017
Q3 | $346K | Hold |
1,616
| – | – | 0.05% | 150 |
|
|
2017
Q2 | $337K | Hold |
1,616
| – | – | 0.05% | 149 |
|
|
2017
Q1 | $354K | Sell |
1,616
-343
| -18% | -$75.1K | 0.07% | 109 |
|
|
2016
Q4 | $438K | Buy |
1,959
+343
| +21% | +$76.7K | 0.09% | 101 |
|
|
2016
Q3 | $361K | Hold |
1,616
| – | – | 0.08% | 96 |
|
|
2016
Q2 | $413K | Hold |
1,616
| – | – | 0.09% | 120 |
|
|
2016
Q1 | $446K | Hold |
1,616
| – | – | 0.1% | 114 |
|
|
2015
Q4 | $400K | Hold |
1,616
| – | – | 0.1% | 91 |
|
|
2015
Q3 | $342K | Hold |
1,616
| – | – | 0.1% | 97 |
|
|
2015
Q2 | $298K | Buy |
+1,616
| New | +$298K | 0.09% | 104 |
|