Secure Asset Management’s Public Storage PSA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-582
Closed -$212K 334
2024
Q3
$212K Buy
+582
New +$212K 0.04% 289
2023
Q3
Sell
-692
Closed -$202K 219
2023
Q2
$202K Buy
692
+7
+1% +$2.04K 0.06% 185
2023
Q1
$207K Sell
685
-159
-19% -$48K 0.07% 180
2022
Q4
$237K Sell
844
-244
-22% -$68.4K 0.09% 170
2022
Q3
$319K Sell
1,088
-43
-4% -$12.6K 0.18% 104
2022
Q2
$354K Buy
1,131
+57
+5% +$17.8K 0.2% 107
2022
Q1
$419K Buy
1,074
+6
+0.6% +$2.34K 0.19% 107
2021
Q4
$400K Buy
1,068
+5
+0.5% +$1.87K 0.16% 107
2021
Q3
$316K Buy
1,063
+7
+0.7% +$2.08K 0.16% 116
2021
Q2
$317K Buy
1,056
+7
+0.7% +$2.1K 0.16% 129
2021
Q1
$259K Buy
1,049
+9
+0.9% +$2.22K 0.14% 140
2020
Q4
$240K Buy
1,040
+9
+0.9% +$2.08K 0.14% 133
2020
Q3
$230K Buy
+1,031
New +$230K 0.16% 124
2020
Q2
Sell
-1,013
Closed -$201K 160
2020
Q1
$201K Buy
1,013
+11
+1% +$2.18K 0.22% 105
2019
Q4
$213K Buy
+1,002
New +$213K 0.15% 142