Private Asset Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-740
| Closed | -$231K | – | 140 |
|
|
2022
Q2 | $231K | Hold |
740
| – | – | 0.04% | 130 |
|
|
2022
Q1 | $289K | Sell |
740
-70
| -9% | -$25.4K | 0.04% | 128 |
|
|
2021
Q4 | $303K | Buy |
+810
| New | +$271K | 0.04% | 127 |
|
|
2021
Q3 | – | Sell |
-710
| Closed | -$213K | – | 152 |
|
|
2021
Q2 | $213K | Buy |
+710
| New | +$199K | 0.03% | 148 |
|
|
2020
Q2 | – | Sell |
-1,035
| Closed | -$206K | – | 133 |
|
|
2020
Q1 | $206K | Sell |
1,035
-75
| -7% | -$16.1K | 0.04% | 113 |
|
|
2019
Q4 | $236K | Hold |
1,110
| – | – | 0.04% | 125 |
|
|
2019
Q3 | $272K | Hold |
1,110
| – | – | 0.05% | 116 |
|
|
2019
Q2 | $264K | Hold |
1,110
| – | – | 0.05% | 119 |
|
|
2019
Q1 | $242K | Sell |
1,110
-170
| -13% | -$35.6K | 0.04% | 115 |
|
|
2018
Q4 | $259K | Hold |
1,280
| – | – | 0.05% | 118 |
|
|
2018
Q3 | $258K | Sell |
1,280
-150
| -10% | -$32.4K | 0.04% | 126 |
|
|
2018
Q2 | $324K | Buy |
1,430
+20
| +1% | +$4.16K | 0.05% | 126 |
|
|
2018
Q1 | $283K | Sell |
1,410
-2,205
| -61% | -$430K | 0.05% | 109 |
|
|
2017
Q4 | $756K | Sell |
3,615
-3,900
| -52% | -$824K | 0.12% | 82 |
|
|
2017
Q3 | $1.61M | Buy |
7,515
+5,705
| +315% | +$1.18M | 0.26% | 68 |
|
|
2017
Q2 | $377K | Buy |
1,810
+130
| +8% | +$28K | 0.06% | 106 |
|
|
2017
Q1 | $368K | Buy |
1,680
+100
| +6% | +$22.1K | 0.06% | 111 |
|
|
2016
Q4 | $353K | Hold |
1,580
| – | – | 0.06% | 109 |
|
|
2016
Q3 | $353K | Hold |
1,580
| – | – | 0.06% | 110 |
|
|
2016
Q2 | $404K | Hold |
1,580
| – | – | 0.07% | 104 |
|
|
2016
Q1 | $436K | Hold |
1,580
| – | – | 0.08% | 101 |
|
|
2015
Q4 | $391K | Hold |
1,580
| – | – | 0.07% | 103 |
|
|
2015
Q3 | $334K | Hold |
1,580
| – | – | 0.06% | 111 |
|
|
2015
Q2 | $291K | Sell |
1,580
-30
| -2% | -$5.75K | 0.05% | 119 |
|
|
2015
Q1 | $317K | Hold |
1,610
| – | – | 0.05% | 115 |
|
|
2014
Q4 | $298K | Hold |
1,610
| – | – | 0.05% | 114 |
|
|
2014
Q3 | $267K | Hold |
1,610
| – | – | 0.04% | 122 |
|
|
2014
Q2 | $276K | Hold |
1,610
| – | – | 0.04% | 118 |
|
|
2014
Q1 | $271K | Hold |
1,610
| – | – | 0.05% | 118 |
|
|
2013
Q4 | $242K | Hold |
1,610
| – | – | 0.04% | 120 |
|
|
2013
Q3 | $258K | Hold |
1,610
| – | – | 0.05% | 115 |
|
|
2013
Q2 | $247K | Buy |
+1,610
| New | +$254K | 0.05% | 131 |
|
Other funds holding PSA
