Summit Trail 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 | $1.43M | Buy |
4,885
+1,266
| +35% | +$371K | 0.02% | 353 |
|
|
2025
Q1 | $1.08M | Buy |
3,619
+1,093
| +43% | +$327K | 0.04% | 145 |
|
|
2024
Q4 | $756K | Buy |
2,526
+1,010
| +67% | +$302K | 0.03% | 163 |
|
|
2024
Q3 | $552K | Buy |
1,516
+173
| +13% | +$62.9K | 0.01% | 381 |
|
|
2024
Q2 | $386K | Buy |
1,343
+230
| +21% | +$66.2K | 0.01% | 428 |
|
|
2024
Q1 | $323K | Buy |
1,113
+191
| +21% | +$55.4K | 0.01% | 435 |
|
|
2023
Q4 | $281K | Sell |
922
-377
| -29% | -$115K | 0.01% | 413 |
|
|
2023
Q3 | $342K | Sell |
1,299
-39
| -3% | -$10.3K | 0.01% | 348 |
|
|
2023
Q2 | $391K | Buy |
+1,338
| New | +$391K | 0.01% | 315 |
|
|
2018
Q3 | – | Sell |
-229
| Closed | -$52K | – | 409 |
|
|
2018
Q2 | $52K | Sell |
229
-2,871
| -93% | -$652K | 0.02% | 299 |
|
|
2018
Q1 | $434K | Buy |
3,100
+636
| +26% | +$89K | 0.07% | 227 |
|
|
2017
Q4 | $490K | Buy |
+2,464
| New | +$490K | 0.06% | 234 |
|