U.S. Capital Wealth 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 |
1,076
-183
| -15% | -$53.7K | 0.01% | 700 |
|
|
2025
Q1 | $377K | Sell |
1,259
-293
| -19% | -$87.7K | 0.01% | 643 |
|
|
2024
Q4 | $465K | Sell |
1,552
-17,335
| -92% | -$5.19M | 0.01% | 581 |
|
|
2024
Q3 | $6.87M | Sell |
18,887
-109
| -0.6% | -$39.7K | 0.24% | 92 |
|
|
2024
Q2 | $5.46M | Buy |
18,996
+40
| +0.2% | +$11.5K | 0.21% | 109 |
|
|
2024
Q1 | $5.5M | Sell |
18,956
-220
| -1% | -$63.8K | 0.21% | 114 |
|
|
2023
Q4 | $5.85M | Buy |
19,176
+17,253
| +897% | +$5.26M | 0.23% | 104 |
|
|
2023
Q3 | $507K | Sell |
1,923
-1
| -0.1% | -$264 | 0.02% | 428 |
|
|
2023
Q2 | $562K | Buy |
1,924
+1
| +0.1% | +$292 | 0.03% | 419 |
|
|
2023
Q1 | $581K | Hold |
1,923
| – | – | 0.03% | 400 |
|
|
2022
Q4 | $539K | Sell |
1,923
-700
| -27% | -$196K | 0.03% | 436 |
|
|
2022
Q3 | $768K | Sell |
2,623
-600
| -19% | -$176K | 0.04% | 374 |
|
|
2022
Q2 | $1.01M | Buy |
3,223
+375
| +13% | +$117K | 0.04% | 350 |
|
|
2022
Q1 | $1.11M | Sell |
2,848
-285
| -9% | -$111K | 0.04% | 378 |
|
|
2021
Q4 | $1.17M | Sell |
3,133
-31
| -1% | -$11.6K | 0.05% | 364 |
|
|
2021
Q3 | $940K | Buy |
+3,164
| New | +$940K | 0.04% | 397 |
|