Venturi Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-233
| Closed | -$69.8K | – | 1507 |
|
|
2024
Q4 | $69.8K | Buy |
233
+142
| +156% | +$42.5K | ﹤0.01% | 912 |
|
|
2024
Q3 | $33.1K | Hold |
91
| – | – | ﹤0.01% | 878 |
|
|
2024
Q2 | $26.2K | Buy |
91
+82
| +911% | +$23.6K | ﹤0.01% | 861 |
|
|
2024
Q1 | $2.61K | Hold |
9
| – | – | ﹤0.01% | 1216 |
|
|
2023
Q4 | $2.75K | Sell |
9
-7
| -44% | -$2.14K | ﹤0.01% | 1140 |
|
|
2023
Q3 | $4.22K | Buy |
+16
| New | +$4.22K | ﹤0.01% | 1022 |
|