TCI Wealth Advisors’s Public Storage PSA Stock Holding History

TCI Wealth Advisors’s Portfolio PSA Stock Details PSA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-248	Closed	-$74.9K	–	1712
2023 Q1	$74.9K	Buy	248 +135	+119%	+$40.8K	0.01%	334
2022 Q4	$31.8K	Buy	113 +8	+8%	+$2.25K	﹤0.01%	525
2022 Q3	$31K	Sell	105 -1	-0.9%	-$295	0.01%	508
2022 Q2	$33K	Buy	106 +15	+16%	+$4.67K	0.01%	480
2022 Q1	$35K	Buy	91 +1	+1%	+$385	0.01%	504
2021 Q4	$34K	Buy	90 +8	+10%	+$3.02K	0.01%	503
2021 Q3	$24K	Buy	82 +4	+5%	+$1.17K	﹤0.01%	600
2021 Q2	$23K	Buy	78 +6	+8%	+$1.77K	﹤0.01%	556
2021 Q1	$18K	Buy	72 +35	+95%	+$8.75K	0.01%	593
2020 Q4	$9K	Hold	37	–	–	﹤0.01%	660
2020 Q3	$8K	Buy	37 +21	+131%	+$4.54K	﹤0.01%	625
2020 Q2	$3K	Sell	16 -1	-6%	-$188	﹤0.01%	939
2020 Q1	$3K	Buy	17 +1	+6%	+$176	﹤0.01%	901
2019 Q4	$3K	Buy	16 +10	+167%	+$1.88K	﹤0.01%	1040
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	1358
2019 Q2	$1K	Sell	6 -48	-89%	-$8K	﹤0.01%	1274
2019 Q1	$12K	Sell	54 -3	-5%	-$667	0.01%	592
2018 Q4	$12K	Sell	57 -4	-7%	-$842	0.01%	577
2018 Q3	$12K	Hold	61	–	–	0.01%	595
2018 Q2	$14K	Hold	61	–	–	0.01%	576
2018 Q1	$12K	Hold	61	–	–	0.01%	586
2017 Q4	$13K	Hold	61	–	–	0.01%	585
2017 Q3	$13K	Hold	61	–	–	0.01%	548
2017 Q2	$13K	Sell	61 -47	-44%	-$10K	0.01%	545
2017 Q1	$24K	Buy	108 +19	+21%	+$4.22K	0.01%	422
2016 Q4	$20K	Hold	89	–	–	0.01%	491
2016 Q3	$20K	Sell	89 -50	-36%	-$11.2K	0.01%	448
2016 Q2	$36K	Buy	139 +50	+56%	+$13K	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%	+$539	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%	+$1.57K	0.01%	392
2014 Q1	$13K	Hold	77	–	–	0.01%	385
2013 Q4	$12K	Hold	77	–	–	0.01%	397
2013 Q3	$12K	Hold	77	–	–	0.01%	352
2013 Q2	$12K	Buy	+77	New	+$12K	0.01%	348