Pacific Capital Wealth 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
Q1 | – | Sell |
-424
| Closed | -$127K | – | 302 |
|
|
2024
Q4 | $127K | Hold |
424
| – | – | 0.02% | 106 |
|
|
2024
Q3 | $154K | Hold |
424
| – | – | 0.03% | 91 |
|
|
2024
Q2 | $122K | Hold |
424
| – | – | 0.02% | 99 |
|
|
2024
Q1 | $123K | Hold |
424
| – | – | 0.03% | 89 |
|
|
2023
Q4 | $129K | Buy |
+424
| New | +$129K | 0.03% | 82 |
|
|
2020
Q4 | – | Sell |
-424
| Closed | -$94K | – | 161 |
|
|
2020
Q3 | $94K | Buy |
+424
| New | +$94K | 0.06% | 84 |
|