Schechter Investment Advisors’s Public Storage PSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $485K | Buy |
1,619
+46
| +3% | +$13.8K | 0.04% | 373 |
|
2024
Q4 | $471K | Sell |
1,573
-122
| -7% | -$36.5K | 0.04% | 397 |
|
2024
Q3 | $617K | Buy |
1,695
+66
| +4% | +$24K | 0.05% | 355 |
|
2024
Q2 | $469K | Buy |
1,629
+76
| +5% | +$21.9K | 0.04% | 386 |
|
2024
Q1 | $450K | Buy |
1,553
+245
| +19% | +$71.1K | 0.03% | 401 |
|
2023
Q4 | $399K | Buy |
1,308
+158
| +14% | +$48.2K | 0.03% | 395 |
|
2023
Q3 | $303K | Sell |
1,150
-859
| -43% | -$226K | 0.03% | 445 |
|
2023
Q2 | $586K | Buy |
2,009
+422
| +27% | +$123K | 0.05% | 351 |
|
2023
Q1 | $479K | Buy |
1,587
+20
| +1% | +$6.04K | 0.04% | 415 |
|
2022
Q4 | $439K | Sell |
1,567
-328
| -17% | -$91.9K | 0.04% | 532 |
|
2022
Q3 | $555K | Buy |
1,895
+751
| +66% | +$220K | 0.05% | 475 |
|
2022
Q2 | $357K | Sell |
1,144
-208
| -15% | -$64.9K | 0.03% | 637 |
|
2022
Q1 | $528K | Buy |
1,352
+234
| +21% | +$91.4K | 0.05% | 510 |
|
2021
Q4 | $419K | Buy |
+1,118
| New | +$419K | 0.04% | 569 |
|