SIAP
Sterling Investment Advisors (Pennsylvania)’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Sell |
3,025
-2
| -0.1% | -$587 | 0.19% | 100 |
|
|
2025
Q1 | $906K | Sell |
3,027
-98
| -3% | -$29.3K | 0.22% | 95 |
|
|
2024
Q4 | $936K | Buy |
3,125
+150
| +5% | +$44.9K | 0.23% | 85 |
|
|
2024
Q3 | $1.08M | Hold |
2,975
| – | – | 0.27% | 80 |
|
|
2024
Q2 | $856K | Hold |
2,975
| – | – | 0.23% | 82 |
|
|
2024
Q1 | $863K | Hold |
2,975
| – | – | 0.24% | 86 |
|
|
2023
Q4 | $907K | Sell |
2,975
-100
| -3% | -$30.5K | 0.28% | 77 |
|
|
2023
Q3 | $810K | Hold |
3,075
| – | – | 0.28% | 80 |
|
|
2023
Q2 | $898K | Sell |
3,075
-300
| -9% | -$87.6K | 0.3% | 78 |
|
|
2023
Q1 | $1.02M | Sell |
3,375
-35
| -1% | -$10.6K | 0.34% | 76 |
|
|
2022
Q4 | $955K | Hold |
3,410
| – | – | 0.34% | 74 |
|
|
2022
Q3 | $998K | Sell |
3,410
-100
| -3% | -$29.3K | 0.37% | 68 |
|
|
2022
Q2 | $1.1M | Sell |
3,510
-219
| -6% | -$68.4K | 0.38% | 67 |
|
|
2022
Q1 | $1.46M | Sell |
3,729
-200
| -5% | -$78K | 0.41% | 69 |
|
|
2021
Q4 | $1.47M | Buy |
3,929
+1
| +0% | +$375 | 0.41% | 71 |
|
|
2021
Q3 | $1.17M | Sell |
3,928
-289
| -7% | -$85.9K | 0.35% | 78 |
|
|
2021
Q2 | $1.27M | Sell |
4,217
-79
| -2% | -$23.8K | 0.37% | 78 |
|
|
2021
Q1 | $1.06M | Sell |
4,296
-20
| -0.5% | -$4.94K | 0.34% | 78 |
|
|
2020
Q4 | $997K | Buy |
4,316
+2
| +0% | +$462 | 0.34% | 74 |
|
|
2020
Q3 | $961K | Sell |
4,314
-1,198
| -22% | -$267K | 0.37% | 68 |
|
|
2020
Q2 | $1.06M | Sell |
5,512
-99
| -2% | -$19K | 0.44% | 63 |
|
|
2020
Q1 | $1.11M | Sell |
5,611
-190
| -3% | -$37.7K | 0.59% | 54 |
|
|
2019
Q4 | $1.24M | Sell |
5,801
-298
| -5% | -$63.4K | 0.57% | 53 |
|
|
2019
Q3 | $1.5M | Sell |
6,099
-99
| -2% | -$24.3K | 0.76% | 40 |
|
|
2019
Q2 | $1.48M | Sell |
6,198
-498
| -7% | -$119K | 0.76% | 43 |
|
|
2019
Q1 | $1.46M | Buy |
6,696
+3
| +0% | +$653 | 0.74% | 47 |
|
|
2018
Q4 | $1.35M | Sell |
6,693
-201
| -3% | -$40.7K | 0.8% | 45 |
|
|
2018
Q3 | $1.39M | Sell |
6,894
-96
| -1% | -$19.4K | 0.73% | 47 |
|
|
2018
Q2 | $1.59M | Sell |
6,990
-150
| -2% | -$34K | 0.94% | 33 |
|
|
2018
Q1 | $1.43M | Sell |
7,140
-100
| -1% | -$20K | 0.88% | 38 |
|
|
2017
Q4 | $1.51M | Sell |
7,240
-400
| -5% | -$83.6K | 0.94% | 34 |
|
|
2017
Q3 | $1.64M | Sell |
7,640
-125
| -2% | -$26.8K | 1.08% | 28 |
|
|
2017
Q2 | $1.62M | Buy |
7,765
+7,665
| +7,665% | +$1.6M | 1.08% | 29 |
|
|
2017
Q1 | $22K | Buy |
+100
| New | +$22K | 0.02% | 238 |
|