Naviter Wealth’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 | $3.62M | Buy |
12,326
+902
| +8% | +$265K | 0.45% | 50 |
|
|
2025
Q1 | $3.36M | Buy |
11,424
+157
| +1% | +$46.2K | 0.41% | 62 |
|
|
2024
Q4 | $3.37M | Buy |
11,267
+1,253
| +13% | +$375K | 0.41% | 59 |
|
|
2024
Q3 | $3.64M | Sell |
10,014
-862
| -8% | -$314K | 0.51% | 50 |
|
|
2024
Q2 | $3.13M | Buy |
10,876
+670
| +7% | +$193K | 0.47% | 51 |
|
|
2024
Q1 | $2.96M | Buy |
10,206
+1,204
| +13% | +$349K | 0.48% | 52 |
|
|
2023
Q4 | $2.75M | Buy |
9,002
+1,255
| +16% | +$383K | 0.55% | 40 |
|
|
2023
Q3 | $2.04M | Sell |
7,747
-318
| -4% | -$83.8K | 0.49% | 45 |
|
|
2023
Q2 | $2.35M | Buy |
8,065
+1,262
| +19% | +$368K | 0.6% | 35 |
|
|
2023
Q1 | $2.06M | Buy |
6,803
+1,915
| +39% | +$579K | 0.72% | 27 |
|
|
2022
Q4 | $1.44M | Buy |
4,888
+656
| +16% | +$193K | 0.39% | 56 |
|
|
2022
Q3 | $1.24M | Buy |
4,232
+1,367
| +48% | +$400K | 0.51% | 36 |
|
|
2022
Q2 | $896K | Sell |
2,865
-133
| -4% | -$41.6K | 0.37% | 61 |
|
|
2022
Q1 | $1.17M | Sell |
2,998
-140
| -4% | -$54.6K | 0.39% | 48 |
|
|
2021
Q4 | $1.18M | Buy |
+3,138
| New | +$1.18M | 0.35% | 54 |
|