Rational Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-109
| Closed | -$39.7K | – | 162 |
|
|
2024
Q3 | $39.7K | Sell |
109
-19
| -15% | -$6.17K | ﹤0.01% | 141 |
|
|
2024
Q2 | $36.8K | Sell |
128
-10
| -7% | -$2.76K | ﹤0.01% | 179 |
|
|
2024
Q1 | $40K | Hold |
138
| – | – | ﹤0.01% | 200 |
|
|
2023
Q4 | $42.1K | Hold |
138
| – | – | ﹤0.01% | 180 |
|
|
2023
Q3 | $36.4K | Sell |
138
-4
| -3% | -$1.12K | ﹤0.01% | 198 |
|
|
2023
Q2 | $41.4K | Sell |
142
-7
| -5% | -$2.04K | ﹤0.01% | 178 |
|
|
2023
Q1 | $45K | Buy |
149
+7
| +5% | +$2.06K | ﹤0.01% | 165 |
|
|
2022
Q4 | $39.8K | Buy |
142
+4
| +3% | +$1.17K | ﹤0.01% | 149 |
|
|
2022
Q3 | $40K | Buy |
138
+7
| +5% | +$2.28K | ﹤0.01% | 129 |
|
|
2022
Q2 | $41K | Buy |
131
+17
| +15% | +$5.89K | ﹤0.01% | 138 |
|
|
2022
Q1 | $44K | Sell |
114
-2,542
| -96% | -$923K | ﹤0.01% | 135 |
|
|
2021
Q4 | $994K | Buy |
2,656
+2,625
| +8,468% | +$877K | 0.06% | 95 |
|
|
2021
Q3 | $9K | Buy |
+31
| New | +$9.73K | ﹤0.01% | 183 |
|
|
2021
Q2 | – | Sell |
-665
| Closed | -$164K | – | 179 |
|
|
2021
Q1 | $164K | Buy |
+665
| New | +$155K | 0.03% | 138 |
|
|
2020
Q4 | – | Sell |
-1
| Closed | – | – | 513 |
|
|
2020
Q3 | $0 | Sell |
1
-46
| -98% | -$9.4K | ﹤0.01% | 640 |
|
|
2020
Q2 | $9K | Buy |
+47
| New | +$9.07K | ﹤0.01% | 377 |
|
|
2020
Q1 | – | Sell |
-705
| Closed | -$150K | – | 438 |
|
|
2019
Q4 | $150K | Sell |
705
-119
| -14% | -$26.4K | 0.07% | 229 |
|
|
2019
Q3 | $202K | Sell |
824
-5,558
| -87% | -$1.4M | 0.08% | 230 |
|
|
2019
Q2 | $1.52M | Sell |
6,382
-3,370
| -35% | -$773K | 0.54% | 54 |
|
|
2019
Q1 | $2.12M | Buy |
9,752
+9,418
| +2,820% | +$1.97M | 0.57% | 62 |
|
|
2018
Q4 | $68K | Sell |
334
-63
| -16% | -$12.9K | 0.02% | 261 |
|
|
2018
Q3 | $80K | Buy |
397
+391
| +6,517% | +$84.4K | 0.02% | 257 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$1.25K | ﹤0.01% | 485 |
|
|
2018
Q1 | – | Sell |
-3,100
| Closed | -$648K | – | 534 |
|
|
2017
Q4 | $648K | Hold |
3,100
| – | – | 0.34% | 120 |
|
|
2017
Q3 | $663K | Hold |
3,100
| – | – | 0.35% | 95 |
|
|
2017
Q2 | $646K | Hold |
3,100
| – | – | 0.4% | 96 |
|
|
2017
Q1 | $679K | Buy |
+3,100
| New | +$687K | 0.45% | 82 |
|
|
2016
Q4 | – | Sell |
-3,100
| Closed | -$692K | – | 290 |
|
|
2016
Q3 | $692K | Buy |
+3,100
| New | +$724K | 0.46% | 89 |
|
|
2015
Q3 | $8K | Hold |
36
| – | – | ﹤0.01% | 359 |
|
|
2015
Q2 | $7K | Hold |
36
| – | – | ﹤0.01% | 392 |
|
|
2015
Q1 | $7K | Sell |
36
-24
| -40% | -$4.75K | ﹤0.01% | 389 |
|
|
2014
Q4 | $11K | Buy |
+60
| New | +$10.9K | ﹤0.01% | 418 |
|
|
2013
Q4 | $119K | Sell |
790
-706
| -47% | -$113K | 0.01% | 584 |
|
|
2013
Q3 | $240K | Hold |
1,496
| – | – | 0.02% | 483 |
|
|
2013
Q2 | $229K | Buy |
+1,496
| New | +$236K | 0.02% | 489 |
|
Other funds holding PSA
