TD Private Client 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
$625K Buy
2,131
+233
+12% +$68.4K 0.02% 439
2025
Q1
$568K Buy
1,898
+132
+7% +$39.5K 0.02% 420
2024
Q4
$529K Buy
1,766
+71
+4% +$21.3K 0.01% 442
2024
Q3
$617K Buy
1,695
+39
+2% +$14.2K 0.02% 433
2024
Q2
$476K Buy
1,656
+46
+3% +$13.2K 0.02% 437
2024
Q1
$467K Buy
1,610
+1
+0.1% +$290 0.02% 459
2023
Q4
$491K Buy
1,609
+14
+0.9% +$4.27K 0.02% 441
2023
Q3
$420K Buy
1,595
+57
+4% +$15K 0.02% 439
2023
Q2
$449K Buy
1,538
+868
+130% +$253K 0.02% 453
2023
Q1
$202K Buy
670
+165
+33% +$49.9K 0.01% 542
2022
Q4
$141K Sell
505
-77
-13% -$21.6K 0.01% 582
2022
Q3
$170K Buy
582
+131
+29% +$38.4K 0.01% 549
2022
Q2
$141K Sell
451
-140
-24% -$43.8K 0.01% 573
2022
Q1
$231K Buy
591
+187
+46% +$73K 0.01% 524
2021
Q4
$151K Sell
404
-32
-7% -$12K 0.01% 585
2021
Q3
$130K Buy
436
+89
+26% +$26.4K 0.01% 590
2021
Q2
$104K Sell
347
-48
-12% -$14.4K ﹤0.01% 616
2021
Q1
$97.5K Buy
395
+51
+15% +$12.6K ﹤0.01% 601
2020
Q4
$79.4K Sell
344
-39
-10% -$9.01K ﹤0.01% 589
2020
Q3
$85.3K Sell
383
-65
-15% -$14.5K ﹤0.01% 546
2020
Q2
$86K Sell
448
-183
-29% -$35.1K 0.01% 535
2020
Q1
$125K Sell
631
-23
-4% -$4.57K 0.01% 471
2019
Q4
$139K Buy
+654
New +$139K 0.01% 488