Valley National Advisers’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 | $10K | Sell |
35
-19
| -35% | -$5.43K | ﹤0.01% | 563 |
|
|
2025
Q1 | $16K | Buy |
54
+4
| +8% | +$1.19K | ﹤0.01% | 508 |
|
|
2024
Q4 | $15K | Hold |
50
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $18K | Sell |
50
-179
| -78% | -$64.4K | ﹤0.01% | 458 |
|
|
2024
Q2 | $65K | Buy |
229
+157
| +218% | +$44.6K | 0.01% | 356 |
|
|
2024
Q1 | $20K | Sell |
72
-523
| -88% | -$145K | ﹤0.01% | 525 |
|
|
2023
Q4 | $181K | Buy |
595
+18
| +3% | +$5.48K | 0.03% | 245 |
|
|
2023
Q3 | $152K | Buy |
577
+16
| +3% | +$4.22K | 0.03% | 261 |
|
|
2023
Q2 | $164K | Sell |
561
-83
| -13% | -$24.3K | 0.03% | 261 |
|
|
2023
Q1 | $186K | Hold |
644
| – | – | 0.03% | 249 |
|
|
2022
Q4 | $189K | Hold |
644
| – | – | 0.03% | 247 |
|
|
2022
Q3 | $191K | Hold |
644
| – | – | 0.04% | 242 |
|
|
2022
Q2 | $203K | Hold |
644
| – | – | 0.04% | 223 |
|
|
2022
Q1 | $251K | Hold |
644
| – | – | 0.05% | 209 |
|
|
2021
Q4 | $241K | Hold |
644
| – | – | 0.04% | 208 |
|
|
2021
Q3 | $191K | Hold |
644
| – | – | 0.03% | 224 |
|
|
2021
Q2 | $194K | Hold |
644
| – | – | 0.04% | 223 |
|
|
2021
Q1 | $159K | Hold |
644
| – | – | 0.03% | 232 |
|
|
2020
Q4 | $149K | Hold |
644
| – | – | 0.03% | 221 |
|
|
2020
Q3 | $143K | Hold |
644
| – | – | 0.03% | 202 |
|
|
2020
Q2 | $124K | Hold |
644
| – | – | 0.03% | 207 |
|
|
2020
Q1 | $128K | Buy |
644
+88
| +16% | +$17.5K | 0.04% | 195 |
|
|
2019
Q4 | $118K | Buy |
556
+33
| +6% | +$7K | 0.03% | 229 |
|
|
2019
Q3 | $128K | Hold |
523
| – | – | 0.04% | 221 |
|
|
2019
Q2 | $125K | Hold |
523
| – | – | 0.03% | 216 |
|
|
2019
Q1 | $114K | Hold |
523
| – | – | 0.03% | 225 |
|
|
2018
Q4 | $106K | Buy |
523
+19
| +4% | +$3.85K | 0.03% | 206 |
|
|
2018
Q3 | $102K | Hold |
504
| – | – | 0.04% | 215 |
|
|
2018
Q2 | $114K | Hold |
504
| – | – | 0.04% | 204 |
|
|
2018
Q1 | $101K | Hold |
504
| – | – | 0.04% | 203 |
|
|
2017
Q4 | $105K | Hold |
504
| – | – | 0.04% | 201 |
|
|
2017
Q3 | $108K | Hold |
504
| – | – | 0.04% | 194 |
|
|
2017
Q2 | $105K | Hold |
504
| – | – | 0.04% | 193 |
|
|
2017
Q1 | $110K | Hold |
504
| – | – | 0.04% | 186 |
|
|
2016
Q4 | $113K | Buy |
+504
| New | +$113K | 0.05% | 180 |
|
|
2015
Q3 | – | Sell |
-81
| Closed | -$15K | – | 636 |
|
|
2015
Q2 | $15K | Hold |
81
| – | – | 0.01% | 343 |
|
|
2015
Q1 | $16K | Hold |
81
| – | – | 0.01% | 320 |
|
|
2014
Q4 | $12K | Buy |
+81
| New | +$12K | 0.01% | 267 |
|