Perigon Wealth Management’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 |
-754
| Closed | -$225K | – | 1075 |
|
|
2024
Q4 | $225K | Buy |
754
+3
| +0.4% | +$893 | 0.01% | 917 |
|
|
2024
Q3 | $273K | Buy |
751
+7
| +0.9% | +$2.55K | 0.01% | 823 |
|
|
2024
Q2 | $214K | Buy |
744
+53
| +8% | +$15.3K | 0.01% | 792 |
|
|
2024
Q1 | $200K | Buy |
+691
| New | +$200K | 0.01% | 808 |
|
|
2021
Q1 | – | Sell |
-116
| Closed | -$27K | – | 889 |
|
|
2020
Q4 | $27K | Buy |
+116
| New | +$27K | ﹤0.01% | 928 |
|
|
2017
Q3 | – | Sell |
-13
| Closed | -$3K | – | 695 |
|
|
2017
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 549 |
|
|
2017
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 588 |
|
|
2016
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 676 |
|