Mount Yale Investment Advisors’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 | $5.58K | Buy |
+19
| New | +$5.58K | ﹤0.01% | 1222 |
|
|
2024
Q2 | – | Sell |
-1,325
| Closed | -$384K | – | 561 |
|
|
2024
Q1 | $384K | Sell |
1,325
-48
| -3% | -$13.9K | 0.03% | 399 |
|
|
2023
Q4 | $419K | Sell |
1,373
-26
| -2% | -$7.93K | 0.04% | 352 |
|
|
2023
Q3 | $369K | Sell |
1,399
-27
| -2% | -$7.12K | 0.04% | 359 |
|
|
2023
Q2 | $416K | Sell |
1,426
-80
| -5% | -$23.4K | 0.04% | 333 |
|
|
2023
Q1 | $455K | Buy |
1,506
+87
| +6% | +$26.3K | 0.05% | 311 |
|
|
2022
Q4 | $398K | Buy |
1,419
+12
| +0.9% | +$3.36K | 0.05% | 305 |
|
|
2022
Q3 | $412K | Sell |
1,407
-254
| -15% | -$74.4K | 0.05% | 294 |
|
|
2022
Q2 | $519K | Sell |
1,661
-36
| -2% | -$11.2K | 0.07% | 285 |
|
|
2022
Q1 | $662K | Sell |
1,697
-143
| -8% | -$55.8K | 0.07% | 263 |
|
|
2021
Q4 | $689K | Sell |
1,840
-220
| -11% | -$82.4K | 0.07% | 246 |
|
|
2021
Q3 | $612K | Sell |
2,060
-204
| -9% | -$60.6K | 0.07% | 249 |
|
|
2021
Q2 | $681K | Sell |
2,264
-19
| -0.8% | -$5.72K | 0.08% | 230 |
|
|
2021
Q1 | $563K | Sell |
2,283
-141
| -6% | -$34.8K | 0.07% | 247 |
|
|
2020
Q4 | $560K | Sell |
2,424
-208
| -8% | -$48.1K | 0.08% | 240 |
|
|
2020
Q3 | $586K | Buy |
2,632
+294
| +13% | +$65.5K | 0.08% | 222 |
|
|
2020
Q2 | $449K | Buy |
2,338
+2
| +0.1% | +$384 | 0.08% | 239 |
|
|
2020
Q1 | $464K | Buy |
2,336
+422
| +22% | +$83.8K | 0.1% | 183 |
|
|
2019
Q4 | $428K | Buy |
1,914
+303
| +19% | +$67.8K | 0.07% | 236 |
|
|
2019
Q3 | $337K | Buy |
1,611
+148
| +10% | +$31K | 0.06% | 254 |
|
|
2019
Q2 | $372K | Buy |
+1,463
| New | +$372K | 0.07% | 237 |
|