NewEdge 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 | $530K | Sell |
1,867
-130
| -7% | -$36.9K | 0.01% | 698 |
|
|
2025
Q1 | $598K | Sell |
1,997
-479
| -19% | -$143K | 0.01% | 599 |
|
|
2024
Q4 | $741K | Buy |
2,476
+137
| +6% | +$41K | 0.01% | 546 |
|
|
2024
Q3 | $851K | Sell |
2,339
-19
| -0.8% | -$6.92K | 0.02% | 503 |
|
|
2024
Q2 | $678K | Sell |
2,358
-16
| -0.7% | -$4.6K | 0.01% | 481 |
|
|
2024
Q1 | $627K | Sell |
2,374
-22
| -0.9% | -$5.81K | 0.01% | 514 |
|
|
2023
Q4 | $731K | Sell |
2,396
-158
| -6% | -$48.2K | 0.02% | 445 |
|
|
2023
Q3 | $673K | Sell |
2,554
-21
| -0.8% | -$5.53K | 0.02% | 422 |
|
|
2023
Q2 | $752K | Sell |
2,575
-1
| -0% | -$292 | 0.03% | 396 |
|
|
2023
Q1 | $778K | Buy |
2,576
+221
| +9% | +$66.8K | 0.03% | 352 |
|
|
2022
Q4 | $660K | Sell |
2,355
-60
| -2% | -$16.8K | 0.03% | 332 |
|
|
2022
Q3 | $707K | Buy |
2,415
+644
| +36% | +$189K | 0.03% | 302 |
|
|
2022
Q2 | $554K | Buy |
+1,771
| New | +$554K | 0.03% | 373 |
|