Realta Investment Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,057
| Closed | -$304K | – | 661 |
|
|
2024
Q2 | $304K | Buy |
1,057
+242
| +30% | +$69.6K | 0.06% | 308 |
|
|
2024
Q1 | $236K | Buy |
815
+153
| +23% | +$44.4K | 0.05% | 370 |
|
|
2023
Q4 | $202K | Buy |
+662
| New | +$202K | 0.05% | 409 |
|
|
2023
Q2 | – | Sell |
-680
| Closed | -$205K | – | 834 |
|
|
2023
Q1 | $205K | Buy |
+680
| New | +$205K | 0.05% | 381 |
|
|
2022
Q2 | – | Sell |
-539
| Closed | -$210K | – | 429 |
|
|
2022
Q1 | $210K | Buy |
+539
| New | +$210K | 0.04% | 384 |
|
|
2020
Q1 | – | Sell |
-216
| Closed | -$45K | – | 1115 |
|
|
2019
Q4 | $45K | Buy |
216
+16
| +8% | +$3.33K | 0.01% | 693 |
|
|
2019
Q3 | $49K | Hold |
200
| – | – | 0.01% | 681 |
|
|
2019
Q2 | $48K | Buy |
+200
| New | +$48K | 0.01% | 683 |
|