RIL
Rothschild Investment LLC’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Sell |
24,199
-667
| -3% | -$196K | 0.44% | 55 |
|
|
2025
Q1 | $7.44M | Sell |
24,866
-102
| -0.4% | -$30.5K | 0.5% | 56 |
|
|
2024
Q4 | $7.48M | Sell |
24,968
-453
| -2% | -$136K | 0.49% | 54 |
|
|
2024
Q3 | $9.25M | Sell |
25,421
-420
| -2% | -$153K | 0.61% | 41 |
|
|
2024
Q2 | $7.43M | Sell |
25,841
-377
| -1% | -$108K | 0.52% | 50 |
|
|
2024
Q1 | $7.6M | Sell |
26,218
-27
| -0.1% | -$7.83K | 0.55% | 49 |
|
|
2023
Q4 | $8M | Sell |
26,245
-155
| -0.6% | -$47.3K | 0.67% | 41 |
|
|
2023
Q3 | $6.96M | Sell |
26,400
-352
| -1% | -$92.8K | 0.59% | 48 |
|
|
2023
Q2 | $7.81M | Buy |
26,752
+348
| +1% | +$102K | 0.65% | 40 |
|
|
2023
Q1 | $7.98M | Sell |
26,404
-99
| -0.4% | -$29.9K | 0.7% | 39 |
|
|
2022
Q4 | $7.43M | Buy |
26,503
+1
| +0% | +$280 | 0.68% | 39 |
|
|
2022
Q3 | $7.76M | Sell |
26,502
-800
| -3% | -$234K | 0.77% | 35 |
|
|
2022
Q2 | $8.54M | Sell |
27,302
-385
| -1% | -$120K | 0.79% | 38 |
|
|
2022
Q1 | $10.8M | Sell |
27,687
-4,765
| -15% | -$1.86M | 0.85% | 30 |
|
|
2021
Q4 | $12.2M | Sell |
32,452
-1,916
| -6% | -$718K | 0.94% | 26 |
|
|
2021
Q3 | $10.2M | Sell |
34,368
-127
| -0.4% | -$37.7K | 0.86% | 30 |
|
|
2021
Q2 | $10.4M | Sell |
34,495
-2,025
| -6% | -$609K | 0.83% | 29 |
|
|
2021
Q1 | $9.01M | Sell |
36,520
-575
| -2% | -$142K | 0.78% | 30 |
|
|
2020
Q4 | $8.57M | Sell |
37,095
-1,075
| -3% | -$248K | 0.83% | 31 |
|
|
2020
Q3 | $8.5M | Buy |
38,170
+3,525
| +10% | +$785K | 0.93% | 23 |
|
|
2020
Q2 | $6.65M | Sell |
34,645
-50
| -0.1% | -$9.59K | 0.8% | 33 |
|
|
2020
Q1 | $6.89M | Buy |
34,695
+500
| +1% | +$99.3K | 0.9% | 27 |
|
|
2019
Q4 | $7.28M | Buy |
34,195
+900
| +3% | +$192K | 0.72% | 38 |
|
|
2019
Q3 | $8.17M | Sell |
33,295
-550
| -2% | -$135K | 0.95% | 28 |
|
|
2019
Q2 | $8.06M | Sell |
33,845
-1,300
| -4% | -$310K | 0.95% | 29 |
|
|
2019
Q1 | $7.65M | Sell |
35,145
-75
| -0.2% | -$16.3K | 0.9% | 34 |
|
|
2018
Q4 | $7.13M | Buy |
35,220
+75
| +0.2% | +$15.2K | 0.95% | 28 |
|
|
2018
Q3 | $7.09M | Buy |
+35,145
| New | +$7.09M | 0.84% | 34 |
|