TCI Wealth Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-248
| Closed | -$74.9K | – | 1712 |
|
|
2023
Q1 | $74.9K | Buy |
248
+135
| +119% | +$39.7K | 0.01% | 334 |
|
|
2022
Q4 | $31.8K | Buy |
113
+8
| +8% | +$2.33K | ﹤0.01% | 525 |
|
|
2022
Q3 | $31K | Sell |
105
-1
| -0.9% | -$325 | 0.01% | 508 |
|
|
2022
Q2 | $33K | Buy |
106
+15
| +16% | +$5.19K | 0.01% | 481 |
|
|
2022
Q1 | $35K | Buy |
91
+1
| +1% | +$363 | 0.01% | 504 |
|
|
2021
Q4 | $34K | Buy |
90
+8
| +10% | +$2.67K | 0.01% | 503 |
|
|
2021
Q3 | $24K | Buy |
82
+4
| +5% | +$1.25K | ﹤0.01% | 615 |
|
|
2021
Q2 | $23K | Buy |
78
+6
| +8% | +$1.68K | ﹤0.01% | 574 |
|
|
2021
Q1 | $18K | Buy |
72
+35
| +95% | +$8.15K | 0.01% | 611 |
|
|
2020
Q4 | $9K | Hold |
37
| – | – | ﹤0.01% | 684 |
|
|
2020
Q3 | $8K | Buy |
37
+21
| +131% | +$4.29K | ﹤0.01% | 642 |
|
|
2020
Q2 | $3K | Sell |
16
-1
| -6% | -$193 | ﹤0.01% | 951 |
|
|
2020
Q1 | $3K | Buy |
17
+1
| +6% | +$214 | ﹤0.01% | 911 |
|
|
2019
Q4 | $3K | Buy |
16
+10
| +167% | +$2.22K | ﹤0.01% | 1044 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1363 |
|
|
2019
Q2 | $1K | Sell |
6
-48
| -89% | -$11K | ﹤0.01% | 1278 |
|
|
2019
Q1 | $12K | Sell |
54
-3
| -5% | -$628 | 0.01% | 598 |
|
|
2018
Q4 | $12K | Sell |
57
-4
| -7% | -$816 | 0.01% | 585 |
|
|
2018
Q3 | $12K | Hold |
61
| – | – | 0.01% | 605 |
|
|
2018
Q2 | $14K | Hold |
61
| – | – | 0.01% | 576 |
|
|
2018
Q1 | $12K | Hold |
61
| – | – | 0.01% | 589 |
|
|
2017
Q4 | $13K | Hold |
61
| – | – | 0.01% | 585 |
|
|
2017
Q3 | $13K | Hold |
61
| – | – | 0.01% | 549 |
|
|
2017
Q2 | $13K | Sell |
61
-47
| -44% | -$10.1K | 0.01% | 545 |
|
|
2017
Q1 | $24K | Buy |
108
+19
| +21% | +$4.21K | 0.01% | 422 |
|
|
2016
Q4 | $20K | Hold |
89
| – | – | 0.01% | 491 |
|
|
2016
Q3 | $20K | Sell |
89
-50
| -36% | -$11.7K | 0.01% | 448 |
|
|
2016
Q2 | $36K | Buy |
139
+50
| +56% | +$12.8K | 0.02% | 334 |
|
|
2016
Q1 | $25K | Hold |
89
| – | – | 0.01% | 404 |
|
|
2015
Q4 | $22K | Hold |
89
| – | – | 0.01% | 420 |
|
|
2015
Q3 | $19K | Hold |
89
| – | – | 0.01% | 407 |
|
|
2015
Q2 | $16K | Buy |
89
+3
| +3% | +$575 | 0.01% | 439 |
|
|
2015
Q1 | $17K | Hold |
86
| – | – | 0.01% | 374 |
|
|
2014
Q4 | $16K | Hold |
86
| – | – | 0.01% | 380 |
|
|
2014
Q3 | $14K | Hold |
86
| – | – | 0.01% | 389 |
|
|
2014
Q2 | $15K | Buy |
86
+9
| +12% | +$1.54K | 0.01% | 392 |
|
|
2014
Q1 | $13K | Hold |
77
| – | – | 0.01% | 385 |
|
|
2013
Q4 | $12K | Hold |
77
| – | – | 0.01% | 399 |
|
|
2013
Q3 | $12K | Hold |
77
| – | – | 0.01% | 352 |
|
|
2013
Q2 | $12K | Buy |
+77
| New | +$12.1K | 0.01% | 349 |
|
Other funds holding PSA
