Transcend Capital Advisors’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
$682K Buy
2,326
+1,241
+114% +$364K 0.05% 288
2025
Q1
$325K Buy
1,085
+221
+26% +$66.1K 0.02% 454
2024
Q4
$259K Buy
864
+85
+11% +$25.5K 0.02% 475
2024
Q3
$283K Buy
779
+53
+7% +$19.3K 0.02% 492
2024
Q2
$209K Buy
+726
New +$209K 0.02% 550