SteelPeak Wealth’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,210
| Closed | -$1.86M | – | 539 |
|
|
2024
Q4 | $1.86M | Sell |
6,210
-1,797
| -22% | -$538K | 0.08% | 173 |
|
|
2024
Q3 | $2.91M | Sell |
8,007
-1,207
| -13% | -$439K | 0.13% | 122 |
|
|
2024
Q2 | $2.65M | Sell |
9,214
-1,035
| -10% | -$298K | 0.12% | 130 |
|
|
2024
Q1 | $2.97M | Buy |
10,249
+1,343
| +15% | +$390K | 0.15% | 121 |
|
|
2023
Q4 | $2.72M | Sell |
8,906
-3,134
| -26% | -$956K | 0.16% | 109 |
|
|
2023
Q3 | $3.17M | Buy |
12,040
+1,378
| +13% | +$363K | 0.2% | 104 |
|
|
2023
Q2 | $3.11M | Buy |
10,662
+4,253
| +66% | +$1.24M | 0.18% | 92 |
|
|
2023
Q1 | $1.94M | Buy |
6,409
+2,299
| +56% | +$695K | 0.13% | 115 |
|
|
2022
Q4 | $1.15M | Buy |
4,110
+581
| +16% | +$163K | 0.08% | 159 |
|
|
2022
Q3 | $1.03M | Sell |
3,529
-1,076
| -23% | -$315K | 0.08% | 162 |
|
|
2022
Q2 | $1.44M | Buy |
4,605
+234
| +5% | +$73.2K | 0.1% | 138 |
|
|
2022
Q1 | $1.71M | Buy |
+4,371
| New | +$1.71M | 0.1% | 126 |
|
|
2021
Q4 | – | Sell |
-2,654
| Closed | -$789K | – | 422 |
|
|
2021
Q3 | $789K | Buy |
2,654
+260
| +11% | +$77.3K | 0.05% | 184 |
|
|
2021
Q2 | $720K | Sell |
2,394
-101
| -4% | -$30.4K | 0.05% | 216 |
|
|
2021
Q1 | $616K | Buy |
2,495
+191
| +8% | +$47.2K | 0.05% | 197 |
|
|
2020
Q4 | $532K | Buy |
2,304
+270
| +13% | +$62.3K | 0.05% | 203 |
|
|
2020
Q3 | $453K | Buy |
2,034
+4
| +0.2% | +$891 | 0.05% | 177 |
|
|
2020
Q2 | $390K | Buy |
+2,030
| New | +$390K | 0.05% | 182 |
|