Valeo Financial 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 | $401K | Buy |
1,365
+52
| +4% | +$15.3K | 0.01% | 499 |
|
|
2025
Q1 | $393K | Buy |
1,313
+41
| +3% | +$12.3K | 0.01% | 467 |
|
|
2024
Q4 | $381K | Buy |
1,272
+273
| +27% | +$81.7K | 0.01% | 464 |
|
|
2024
Q3 | $364K | Buy |
999
+148
| +17% | +$53.9K | 0.01% | 484 |
|
|
2024
Q2 | $245K | Buy |
+851
| New | +$245K | 0.01% | 555 |
|
|
2024
Q1 | – | Sell |
-661
| Closed | -$202K | – | 666 |
|
|
2023
Q4 | $202K | Buy |
+661
| New | +$202K | 0.01% | 591 |
|
|
2021
Q2 | – | Sell |
-4
| Closed | -$1K | – | 1389 |
|
|
2021
Q1 | $1K | Sell |
4
-32
| -89% | -$8K | ﹤0.01% | 1826 |
|
|
2020
Q4 | $8K | Buy |
36
+32
| +800% | +$7.11K | ﹤0.01% | 1233 |
|
|
2020
Q3 | $1K | Sell |
4
-33
| -89% | -$8.25K | ﹤0.01% | 1459 |
|
|
2020
Q2 | $7K | Buy |
37
+28
| +311% | +$5.3K | ﹤0.01% | 1338 |
|
|
2020
Q1 | $2K | Buy |
9
+5
| +125% | +$1.11K | ﹤0.01% | 1512 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1482 |
|
|
2019
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1473 |
|
|
2018
Q4 | $1K | Sell |
4
-15
| -79% | -$3.75K | ﹤0.01% | 1400 |
|
|
2018
Q3 | $4K | Sell |
19
-9
| -32% | -$1.9K | ﹤0.01% | 1277 |
|
|
2018
Q2 | $6K | Sell |
28
-5
| -15% | -$1.07K | ﹤0.01% | 1089 |
|
|
2018
Q1 | $7K | Buy |
33
+26
| +371% | +$5.52K | ﹤0.01% | 1036 |
|
|
2017
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1305 |
|