True North 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 | $316K | Sell |
1,077
-34
| -3% | -$9.98K | 0.06% | 175 |
|
2025
Q1 | $333K | Hold |
1,111
| – | – | 0.06% | 178 |
|
2024
Q4 | $333K | Sell |
1,111
-9
| -0.8% | -$2.7K | 0.08% | 130 |
|
2024
Q3 | $408K | Sell |
1,120
-156
| -12% | -$56.8K | 0.11% | 110 |
|
2024
Q2 | $367K | Buy |
1,276
+215
| +20% | +$61.8K | 0.1% | 123 |
|
2024
Q1 | $308K | Buy |
1,061
+135
| +15% | +$39.2K | 0.09% | 138 |
|
2023
Q4 | $282K | Buy |
926
+10
| +1% | +$3.05K | 0.07% | 142 |
|
2023
Q3 | $241K | Sell |
916
-230
| -20% | -$60.6K | 0.07% | 170 |
|
2023
Q2 | $334K | Buy |
+1,146
| New | +$334K | 0.09% | 152 |
|