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 |
|