TRUE Private Wealth Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $236K | Sell |
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2025
Q1 | $299K | Hold |
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2024
Q4 | $299K | Sell |
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2024
Q3 | $366K | Buy |
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2024
Q2 | $289K | Buy |
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2024
Q1 | $287K | Sell |
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2023
Q4 | $302K | Hold |
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2023
Q3 | $261K | Buy |
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2023
Q2 | $288K | Sell |
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2023
Q1 | $359K | Hold |
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2022
Q4 | $333K | Hold |
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2022
Q3 | $347K | Hold |
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2022
Q2 | $371K | Hold |
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2022
Q1 | $421K | Hold |
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2021
Q4 | $444K | Hold |
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2021
Q3 | $352K | Hold |
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2021
Q2 | $356K | Hold |
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2021
Q1 | $293K | Buy |
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2020
Q4 | $2K | Hold |
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2020
Q3 | $2K | Buy |
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2018
Q4 | – | Sell |
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2018
Q3 | $6.65K | Buy |
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