Summit Securities Group’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 | $31.1K | Buy |
+106
| New | +$31.1K | 0.01% | 506 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$61K | – | 629 |
|
|
2023
Q4 | $61K | Buy |
+200
| New | +$61K | 0.01% | 212 |
|
|
2023
Q3 | – | Sell |
-206
| Closed | -$60K | – | 763 |
|
|
2023
Q2 | $60K | Sell |
206
-103
| -33% | -$30K | 0.01% | 264 |
|
|
2023
Q1 | $93K | Buy |
309
+148
| +92% | +$44.5K | 0.01% | 196 |
|
|
2022
Q4 | $45K | Buy |
161
+160
| +16,000% | +$44.7K | ﹤0.01% | 516 |
|
|
2022
Q3 | $0 | Sell |
1
-316
| -100% | – | ﹤0.01% | 883 |
|
|
2022
Q2 | $99K | Buy |
317
+254
| +403% | +$79.3K | 0.01% | 269 |
|
|
2022
Q1 | $25K | Buy |
+63
| New | +$25K | ﹤0.01% | 469 |
|
|
2021
Q3 | – | Sell |
-896
| Closed | -$269K | – | 456 |
|
|
2021
Q2 | $269K | Buy |
+896
| New | +$269K | 0.02% | 261 |
|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$340K | – | 169 |
|
|
2018
Q2 | $340K | Buy |
+1,500
| New | +$340K | 0.05% | 94 |
|
|
2016
Q1 | – | Sell |
-8,800
| Closed | -$2.18M | – | 301 |
|
|
2015
Q4 | $2.18M | Buy |
+8,800
| New | +$2.18M | 0.7% | 26 |
|