SimplyRich’s Public Storage PSA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$294K	Hold	1,003	–	–	0.08%	186
2025 Q1	$300K	Hold	1,003	–	–	0.09%	183
2024 Q4	$300K	Hold	1,003	–	–	0.09%	182
2024 Q3	$364K	Hold	1,003	–	–	0.1%	159
2024 Q2	$288K	Sell	1,003 -23	-2%	-$6.6K	0.09%	152
2024 Q1	$298K	Buy	1,026 +23	+2%	+$6.68K	0.1%	150
2023 Q4	$306K	Buy	1,003 +8	+0.8%	+$2.44K	0.11%	143
2023 Q3	$262K	Hold	995	–	–	0.13%	126
2023 Q2	$290K	Buy	995 +26	+3%	+$7.58K	0.1%	147
2023 Q1	$292K	Hold	969	–	–	0.11%	142
2022 Q4	$271K	Hold	969	–	–	0.11%	149
2022 Q3	$283K	Hold	969	–	–	0.13%	130
2022 Q2	$302K	Hold	969	–	–	0.13%	131
2022 Q1	$378K	Hold	969	–	–	0.13%	129
2021 Q4	$363K	Hold	969	–	–	0.12%	134
2021 Q3	$287K	Hold	969	–	–	0.1%	146
2021 Q2	$291K	Hold	969	–	–	0.13%	132
2021 Q1	$239K	Hold	969	–	–	0.09%	151
2020 Q4	$224K	Hold	969	–	–	0.1%	143
2020 Q3	$216K	Buy	+969	New	+$216K	0.11%	134
2019 Q4	–	Sell	-910	Closed	-$223K	–	158
2019 Q3	$223K	Hold	910	–	–	0.12%	139
2019 Q2	$217K	Buy	+910	New	+$217K	0.12%	145
2018 Q3	–	Sell	-910	Closed	-$206K	–	164
2018 Q2	$206K	Buy	+910	New	+$206K	0.12%	154
2018 Q1	–	Sell	-2,906	Closed	-$607K	–	180
2017 Q4	$607K	Buy	+2,906	New	+$607K	0.34%	101