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 |
|