SVB 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
Q2 | – | Sell |
-776
| Closed | -$232K | – | 1331 |
|
|
2025
Q1 | $232K | Buy |
+776
| New | +$232K | 0.01% | 293 |
|
|
2024
Q2 | – | Sell |
-946
| Closed | -$274K | – | 804 |
|
|
2024
Q1 | $274K | Buy |
946
+143
| +18% | +$41.5K | 0.01% | 662 |
|
|
2023
Q4 | $245K | Buy |
+803
| New | +$245K | 0.01% | 698 |
|
|
2023
Q2 | – | Sell |
-838
| Closed | -$253K | – | 989 |
|
|
2023
Q1 | $253K | Sell |
838
-59
| -7% | -$17.8K | ﹤0.01% | 799 |
|
|
2022
Q4 | $251K | Sell |
897
-335
| -27% | -$93.9K | ﹤0.01% | 815 |
|
|
2022
Q3 | $360K | Buy |
+1,232
| New | +$360K | 0.01% | 619 |
|
|
2022
Q2 | – | Sell |
-594
| Closed | -$232K | – | 823 |
|
|
2022
Q1 | $232K | Buy |
+594
| New | +$232K | ﹤0.01% | 660 |
|