Synergy Asset Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-126
| Closed | -$45.9K | – | 649 |
|
|
2024
Q4 | $45.9K | Buy |
+126
| New | +$45.9K | ﹤0.01% | 284 |
|
|
2024
Q3 | – | Sell |
-17,449
| Closed | -$5.02M | – | 171 |
|
|
2024
Q2 | $5.02M | Buy |
17,449
+8,116
| +87% | +$2.33M | 0.79% | 30 |
|
|
2024
Q1 | $2.71M | Sell |
9,333
-6,580
| -41% | -$1.91M | 0.46% | 64 |
|
|
2023
Q4 | $4.85M | Buy |
+15,913
| New | +$4.85M | 0.87% | 30 |
|
|
2023
Q3 | – | Sell |
-4,019
| Closed | -$1.17M | – | 152 |
|
|
2023
Q2 | $1.17M | Buy |
4,019
+1,427
| +55% | +$417K | 0.29% | 54 |
|
|
2023
Q1 | $783K | Buy |
+2,592
| New | +$783K | 0.19% | 67 |
|