Rise 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 | $250K | Sell |
851
-112
| -12% | -$32.9K | 0.1% | 78 |
|
2025
Q1 | $288K | Sell |
963
-202
| -17% | -$60.4K | 0.13% | 72 |
|
2024
Q4 | $349K | Sell |
1,165
-110
| -9% | -$32.9K | 0.17% | 59 |
|
2024
Q3 | $464K | Buy |
1,275
+42
| +3% | +$15.3K | 0.22% | 47 |
|
2024
Q2 | $355K | Buy |
1,233
+9
| +0.7% | +$2.59K | 0.19% | 58 |
|
2024
Q1 | $355K | Buy |
1,224
+1,078
| +738% | +$313K | 0.19% | 53 |
|
2023
Q4 | $44.5K | Buy |
146
+91
| +165% | +$27.7K | 0.03% | 171 |
|
2023
Q3 | $14.5K | Buy |
55
+50
| +1,000% | +$13.2K | 0.01% | 270 |
|
2023
Q2 | $1.57K | Hold |
5
| – | – | ﹤0.01% | 541 |
|
2023
Q1 | $1.61K | Hold |
5
| – | – | ﹤0.01% | 595 |
|
2022
Q4 | $1.48K | Hold |
5
| – | – | ﹤0.01% | 607 |
|
2022
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 564 |
|