Pathway Financial Advisers’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 |
-169
| Closed | -$50.5K | – | 345 |
|
|
2024
Q4 | $50.5K | Buy |
169
+2
| +1% | +$598 | 0.02% | 235 |
|
|
2024
Q3 | $60.9K | Sell |
167
-1
| -0.6% | -$365 | 0.03% | 177 |
|
|
2024
Q2 | $47.8K | Buy |
168
+4
| +2% | +$1.14K | 0.02% | 230 |
|
|
2024
Q1 | $47.8K | Hold |
164
| – | – | 0.02% | 233 |
|
|
2023
Q4 | $49.9K | Buy |
164
+1
| +0.6% | +$304 | 0.02% | 222 |
|
|
2023
Q3 | $42.8K | Buy |
+163
| New | +$42.8K | 0.02% | 233 |
|
|
2023
Q1 | $48K | Buy |
159
+2
| +1% | +$604 | 0.02% | 237 |
|
|
2022
Q4 | $44.1K | Buy |
+157
| New | +$44.1K | 0.02% | 253 |
|