Spire Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Sell |
354
-2,844
| -89% | -$833K | ﹤0.01% | 955 |
|
|
2025
Q1 | $957K | Buy |
3,198
+2,787
| +678% | +$834K | 0.03% | 410 |
|
|
2024
Q4 | $123K | Buy |
411
+7
| +2% | +$2.1K | ﹤0.01% | 967 |
|
|
2024
Q3 | $147K | Buy |
404
+128
| +46% | +$46.6K | 0.01% | 812 |
|
|
2024
Q2 | $79.5K | Sell |
276
-206
| -43% | -$59.4K | ﹤0.01% | 965 |
|
|
2024
Q1 | $140K | Buy |
482
+4
| +0.8% | +$1.16K | ﹤0.01% | 892 |
|
|
2023
Q4 | $139K | Buy |
478
+6
| +1% | +$1.75K | ﹤0.01% | 889 |
|
|
2023
Q3 | $124K | Buy |
472
+13
| +3% | +$3.43K | ﹤0.01% | 869 |
|
|
2023
Q2 | $134K | Buy |
459
+12
| +3% | +$3.51K | 0.01% | 871 |
|
|
2023
Q1 | $135K | Buy |
447
+326
| +269% | +$98.5K | 0.01% | 866 |
|
|
2022
Q4 | $34K | Sell |
121
-137
| -53% | -$38.5K | ﹤0.01% | 1142 |
|
|
2022
Q3 | $76K | Sell |
258
-548
| -68% | -$161K | ﹤0.01% | 800 |
|
|
2022
Q2 | $252K | Sell |
806
-24,529
| -97% | -$7.67M | 0.01% | 682 |
|
|
2022
Q1 | $9.9M | Buy |
25,335
+24,018
| +1,824% | +$9.38M | 0.27% | 102 |
|
|
2021
Q4 | $493K | Buy |
1,317
+235
| +22% | +$88K | 0.01% | 706 |
|
|
2021
Q3 | $322K | Sell |
1,082
-157
| -13% | -$46.7K | 0.01% | 728 |
|
|
2021
Q2 | $373K | Buy |
1,239
+837
| +208% | +$252K | 0.01% | 706 |
|
|
2021
Q1 | $99K | Buy |
+402
| New | +$99K | ﹤0.01% | 1407 |
|