Pathstone Family Office’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.3M | Buy |
+4,922
| New | +$1.3M | 0.01% | 608 |
|
|
2023
Q2 | – | Sell |
-660
| Closed | -$201K | – | 1291 |
|
|
2023
Q1 | $201K | Sell |
660
-2,440
| -79% | -$744K | ﹤0.01% | 1092 |
|
|
2022
Q4 | $846K | Sell |
3,100
-3,437
| -53% | -$938K | 0.01% | 866 |
|
|
2022
Q3 | $1.92M | Buy |
6,537
+4,366
| +201% | +$1.28M | 0.02% | 458 |
|
|
2022
Q2 | $679K | Sell |
2,171
-2,202
| -50% | -$688K | 0.01% | 461 |
|
|
2022
Q1 | $1.72M | Sell |
4,373
-13
| -0.3% | -$5.11K | 0.04% | 200 |
|
|
2021
Q4 | $1.64M | Buy |
4,386
+2,649
| +153% | +$992K | 0.04% | 225 |
|
|
2021
Q3 | $516K | Buy |
1,737
+821
| +90% | +$244K | 0.02% | 502 |
|
|
2021
Q2 | $275K | Buy |
+916
| New | +$275K | 0.01% | 676 |
|
|
2021
Q1 | – | Sell |
-59
| Closed | -$14K | – | 1160 |
|
|
2020
Q4 | $14K | Buy |
+59
| New | +$14K | ﹤0.01% | 800 |
|
|
2014
Q4 | – | Sell |
-97
| Closed | -$16K | – | 218 |
|
|
2014
Q3 | $16K | Buy |
+97
| New | +$16K | 0.05% | 162 |
|