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