Richwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
774
| – | – | 0.19% | 95 |
|
|
2025
Q1 | $232K | Hold |
774
| – | – | 0.2% | 94 |
|
|
2024
Q4 | $232K | Hold |
774
| – | – | 0.19% | 95 |
|
|
2024
Q3 | $281K | Hold |
774
| – | – | 0.23% | 86 |
|
|
2024
Q2 | $222K | Sell |
774
-84
| -10% | -$24.1K | 0.2% | 95 |
|
|
2024
Q1 | $249K | Sell |
858
-1
| -0.1% | -$290 | 0.22% | 93 |
|
|
2023
Q4 | $262K | Sell |
859
-50
| -6% | -$15.2K | 0.25% | 89 |
|
|
2023
Q3 | $239K | Hold |
909
| – | – | 0.24% | 91 |
|
|
2023
Q2 | $265K | Sell |
909
-21
| -2% | -$6.13K | 0.26% | 91 |
|
|
2023
Q1 | $281K | Hold |
930
| – | – | 0.28% | 94 |
|
|
2022
Q4 | $261K | Hold |
930
| – | – | 0.26% | 92 |
|
|
2022
Q3 | $272K | Sell |
930
-60
| -6% | -$17.5K | 0.3% | 89 |
|
|
2022
Q2 | $310K | Hold |
990
| – | – | 0.31% | 84 |
|
|
2022
Q1 | $386K | Hold |
990
| – | – | 0.34% | 80 |
|
|
2021
Q4 | $371K | Buy |
+990
| New | +$371K | 0.32% | 73 |
|