SIM
Sentry Investment Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Hold |
454
| – | – | 0.07% | 235 |
|
|
2025
Q1 | $125K | Sell |
454
-135
| -23% | -$37.2K | 0.08% | 216 |
|
|
2024
Q4 | $176K | Sell |
589
-96
| -14% | -$28.7K | 0.08% | 209 |
|
|
2024
Q3 | $249K | Hold |
685
| – | – | 0.1% | 185 |
|
|
2024
Q2 | $197K | Sell |
685
-140
| -17% | -$40.3K | 0.09% | 202 |
|
|
2024
Q1 | $239K | Hold |
825
| – | – | 0.09% | 204 |
|
|
2023
Q4 | $252K | Sell |
825
-89
| -10% | -$27.2K | 0.11% | 193 |
|
|
2023
Q3 | $241K | Sell |
914
-125
| -12% | -$33K | 0.12% | 174 |
|
|
2023
Q2 | $303K | Hold |
1,039
| – | – | 0.11% | 185 |
|
|
2023
Q1 | $314K | Sell |
1,039
-13
| -1% | -$3.93K | 0.13% | 181 |
|
|
2022
Q4 | $295K | Buy |
1,052
+23
| +2% | +$6.45K | 0.13% | 178 |
|
|
2022
Q3 | $301K | Hold |
1,029
| – | – | 0.14% | 157 |
|
|
2022
Q2 | $322K | Sell |
1,029
-200
| -16% | -$62.6K | 0.15% | 150 |
|
|
2022
Q1 | $480K | Sell |
1,229
-172
| -12% | -$67.2K | 0.15% | 140 |
|
|
2021
Q4 | $525K | Buy |
1,401
+121
| +9% | +$45.3K | 0.14% | 167 |
|
|
2021
Q3 | $380K | Sell |
1,280
-187
| -13% | -$55.5K | 0.11% | 197 |
|
|
2021
Q2 | $441K | Hold |
1,467
| – | – | 0.11% | 181 |
|
|
2021
Q1 | $362K | Sell |
1,467
-7,005
| -83% | -$1.73M | 0.1% | 211 |
|
|
2020
Q4 | $1.96M | Hold |
8,472
| – | – | 0.1% | 203 |
|
|
2020
Q3 | $1.89M | Hold |
8,472
| – | – | 0.1% | 179 |
|
|
2020
Q2 | $1.63M | Buy |
+8,472
| New | +$1.63M | 0.1% | 208 |
|
|
2018
Q1 | – | Sell |
-7,961
| Closed | -$1.66M | – | 478 |
|
|
2017
Q4 | $1.66M | Buy |
7,961
+2,230
| +39% | +$466K | 0.09% | 239 |
|
|
2017
Q3 | $1.23M | Hold |
5,731
| – | – | 0.05% | 280 |
|
|
2017
Q2 | $1.2M | Hold |
5,731
| – | – | 0.05% | 288 |
|
|
2017
Q1 | $1.26M | Sell |
5,731
-2,903
| -34% | -$636K | 0.05% | 279 |
|
|
2016
Q4 | $1.93M | Buy |
8,634
+1,964
| +29% | +$439K | 0.08% | 213 |
|
|
2016
Q3 | $1.49M | Sell |
6,670
-2,078
| -24% | -$464K | 0.06% | 246 |
|
|
2016
Q2 | $2.24M | Sell |
8,748
-1,096
| -11% | -$280K | 0.1% | 166 |
|
|
2016
Q1 | $2.72M | Hold |
9,844
| – | – | 0.12% | 134 |
|
|
2015
Q4 | $2.44M | Buy |
9,844
+2,949
| +43% | +$730K | 0.11% | 145 |
|
|
2015
Q3 | $1.46M | Hold |
6,895
| – | – | 0.07% | 208 |
|
|
2015
Q2 | $1.27M | Buy |
6,895
+342
| +5% | +$63K | 0.06% | 252 |
|
|
2015
Q1 | $1.29M | Hold |
6,553
| – | – | 0.06% | 236 |
|
|
2014
Q4 | $1.21M | Hold |
6,553
| – | – | 0.06% | 226 |
|
|
2014
Q3 | $1.09M | Sell |
6,553
-808
| -11% | -$134K | 0.06% | 235 |
|
|
2014
Q2 | $1.26M | Sell |
7,361
-539
| -7% | -$92.3K | 0.07% | 217 |
|
|
2014
Q1 | $1.33M | Hold |
7,900
| – | – | 0.07% | 206 |
|
|
2013
Q4 | $1.19M | Buy |
7,900
+5,800
| +276% | +$873K | 0.06% | 218 |
|
|
2013
Q3 | $337K | Sell |
2,100
-9,200
| -81% | -$1.48M | 0.02% | 469 |
|
|
2013
Q2 | $1.73M | Buy |
+11,300
| New | +$1.73M | 0.1% | 106 |
|