Proficio Capital Partners’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 |
-739
| Closed | -$221K | – | 408 |
|
|
2024
Q4 | $221K | Buy |
+739
| New | +$221K | 0.02% | 324 |
|
|
2024
Q3 | – | Sell |
-970
| Closed | -$279K | – | 332 |
|
|
2024
Q2 | $279K | Sell |
970
-4,845
| -83% | -$1.39M | 0.03% | 262 |
|
|
2024
Q1 | $1.69M | Buy |
5,815
+1,570
| +37% | +$455K | 0.19% | 77 |
|
|
2023
Q4 | $1.29M | Sell |
4,245
-10
| -0.2% | -$3.05K | 0.16% | 74 |
|
|
2023
Q3 | $1.12M | Sell |
4,255
-59
| -1% | -$15.5K | 0.15% | 80 |
|
|
2023
Q2 | $1.26M | Buy |
4,314
+3,345
| +345% | +$976K | 0.17% | 77 |
|
|
2023
Q1 | $293K | Sell |
969
-153
| -14% | -$46.2K | 0.05% | 218 |
|
|
2022
Q4 | $307K | Buy |
1,122
+244
| +28% | +$66.8K | 0.06% | 195 |
|
|
2022
Q3 | $261K | Buy |
878
+38
| +5% | +$11.3K | 0.05% | 202 |
|
|
2022
Q2 | $263K | Sell |
840
-7
| -0.8% | -$2.19K | 0.05% | 219 |
|
|
2022
Q1 | $331K | Buy |
847
+127
| +18% | +$49.6K | 0.05% | 193 |
|
|
2021
Q4 | $270K | Buy |
720
+5
| +0.7% | +$1.88K | 0.04% | 235 |
|
|
2021
Q3 | $212K | Sell |
715
-67
| -9% | -$19.9K | 0.03% | 283 |
|
|
2021
Q2 | $235K | Buy |
+782
| New | +$235K | 0.03% | 254 |
|
|
2019
Q3 | – | Sell |
-269
| Closed | -$64K | – | 1179 |
|
|
2019
Q2 | $64K | Buy |
269
+120
| +81% | +$28.6K | 0.02% | 305 |
|
|
2019
Q1 | $32K | Sell |
149
-1
| -0.7% | -$215 | 0.01% | 484 |
|
|
2018
Q4 | $30K | Buy |
150
+20
| +15% | +$4K | 0.01% | 434 |
|
|
2018
Q3 | $26K | Buy |
130
+2
| +2% | +$400 | 0.01% | 519 |
|
|
2018
Q2 | $29K | Hold |
128
| – | – | 0.01% | 490 |
|
|
2018
Q1 | $26K | Buy |
128
+30
| +31% | +$6.09K | 0.01% | 518 |
|
|
2017
Q4 | $20K | Buy |
98
+11
| +13% | +$2.25K | 0.01% | 583 |
|
|
2017
Q3 | $19K | Sell |
87
-9
| -9% | -$1.97K | 0.01% | 610 |
|
|
2017
Q2 | $19K | Sell |
96
-93
| -49% | -$18.4K | 0.01% | 631 |
|
|
2017
Q1 | $41K | Buy |
189
+169
| +845% | +$36.7K | 0.02% | 434 |
|
|
2016
Q4 | $4K | Buy |
20
+6
| +43% | +$1.2K | ﹤0.01% | 797 |
|
|
2016
Q3 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 819 |
|
|
2016
Q2 | – | Sell |
-34
| Closed | -$9K | – | 1146 |
|
|
2016
Q1 | $9K | Sell |
34
-4
| -11% | -$1.06K | 0.01% | 424 |
|
|
2015
Q4 | $9K | Buy |
+38
| New | +$9K | 0.01% | 293 |
|