Stratos Wealth Advisors’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 | – | Sell |
-692
| Closed | -$207K | – | 705 |
|
|
2025
Q1 | $207K | Sell |
692
-42
| -6% | -$12.6K | 0.01% | 621 |
|
|
2024
Q4 | $220K | Sell |
734
-10
| -1% | -$3K | 0.01% | 653 |
|
|
2024
Q3 | $271K | Sell |
744
-115
| -13% | -$41.9K | 0.01% | 628 |
|
|
2024
Q2 | $247K | Buy |
+859
| New | +$247K | 0.01% | 613 |
|
|
2024
Q1 | – | Sell |
-1,169
| Closed | -$357K | – | 719 |
|
|
2023
Q4 | $357K | Buy |
1,169
+4
| +0.3% | +$1.22K | 0.02% | 522 |
|
|
2023
Q3 | $307K | Sell |
1,165
-142
| -11% | -$37.4K | 0.02% | 523 |
|
|
2023
Q2 | $382K | Buy |
1,307
+7
| +0.5% | +$2.04K | 0.03% | 472 |
|
|
2023
Q1 | $393K | Sell |
1,300
-2
| -0.2% | -$605 | 0.03% | 447 |
|
|
2022
Q4 | $365K | Sell |
1,302
-4
| -0.3% | -$1.12K | 0.03% | 442 |
|
|
2022
Q3 | $383K | Sell |
1,306
-227
| -15% | -$66.6K | 0.04% | 390 |
|
|
2022
Q2 | $480K | Buy |
1,533
+177
| +13% | +$55.4K | 0.04% | 372 |
|
|
2022
Q1 | $529K | Buy |
1,356
+12
| +0.9% | +$4.68K | 0.04% | 369 |
|
|
2021
Q4 | $503K | Sell |
1,344
-19
| -1% | -$7.11K | 0.04% | 391 |
|
|
2021
Q3 | $405K | Buy |
1,363
+74
| +6% | +$22K | 0.03% | 393 |
|
|
2021
Q2 | $388K | Buy |
1,289
+391
| +44% | +$118K | 0.03% | 396 |
|
|
2021
Q1 | $222K | Hold |
898
| – | – | 0.02% | 446 |
|
|
2020
Q4 | $207K | Hold |
898
| – | – | 0.03% | 383 |
|
|
2020
Q3 | $200K | Buy |
+898
| New | +$200K | 0.05% | 295 |
|