Veritable’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,327
| Closed | -$1.26M | – | 608 |
|
|
2023
Q2 | $1.26M | Sell |
4,327
-187
| -4% | -$54.5K | 0.02% | 324 |
|
|
2023
Q1 | $1.36M | Buy |
4,514
+516
| +13% | +$152K | 0.02% | 299 |
|
|
2022
Q4 | $1.12M | Buy |
3,998
+616
| +18% | +$180K | 0.02% | 331 |
|
|
2022
Q3 | $990K | Buy |
3,382
+141
| +4% | +$45.9K | 0.02% | 351 |
|
|
2022
Q2 | $1.01M | Sell |
3,241
-45
| -1% | -$15.6K | 0.02% | 372 |
|
|
2022
Q1 | $1.28M | Buy |
3,286
+198
| +6% | +$71.9K | 0.02% | 342 |
|
|
2021
Q4 | $1.16M | Buy |
3,088
+51
| +2% | +$17K | 0.02% | 371 |
|
|
2021
Q3 | $902K | Sell |
3,037
-2
| -0.1% | -$628 | 0.01% | 407 |
|
|
2021
Q2 | $914K | Buy |
3,039
+60
| +2% | +$16.8K | 0.01% | 401 |
|
|
2021
Q1 | $735K | Buy |
2,979
+13
| +0.4% | +$3.03K | 0.01% | 422 |
|
|
2020
Q4 | $685K | Sell |
2,966
-294
| -9% | -$67.4K | 0.01% | 420 |
|
|
2020
Q3 | $726K | Buy |
3,260
+23
| +0.7% | +$4.7K | 0.01% | 395 |
|
|
2020
Q2 | $621K | Sell |
3,237
-659
| -17% | -$127K | 0.01% | 419 |
|
|
2020
Q1 | $774K | Sell |
3,896
-204
| -5% | -$43.7K | 0.02% | 363 |
|
|
2019
Q4 | $873K | Sell |
4,100
-991
| -19% | -$220K | 0.02% | 391 |
|
|
2019
Q3 | $1.25M | Sell |
5,091
-271
| -5% | -$68K | 0.02% | 304 |
|
|
2019
Q2 | $1.28M | Buy |
5,362
+394
| +8% | +$90.4K | 0.03% | 295 |
|
|
2019
Q1 | $1.08M | Buy |
4,968
+902
| +22% | +$189K | 0.02% | 323 |
|
|
2018
Q4 | $823K | Sell |
4,066
-38
| -0.9% | -$7.76K | 0.02% | 353 |
|
|
2018
Q3 | $827K | Buy |
4,104
+110
| +3% | +$23.7K | 0.02% | 382 |
|
|
2018
Q2 | $906K | Sell |
3,994
-113
| -3% | -$23.5K | 0.02% | 361 |
|
|
2018
Q1 | $823K | Sell |
4,107
-394
| -9% | -$76.8K | 0.02% | 383 |
|
|
2017
Q4 | $941K | Sell |
4,501
-3,232
| -42% | -$683K | 0.02% | 349 |
|
|
2017
Q3 | $1.66M | Sell |
7,733
-2,190
| -22% | -$453K | 0.04% | 255 |
|
|
2017
Q2 | $2.07M | Sell |
9,923
-3,750
| -27% | -$806K | 0.05% | 216 |
|
|
2017
Q1 | $2.99M | Buy |
13,673
+1,747
| +15% | +$387K | 0.07% | 160 |
|
|
2016
Q4 | $2.67M | Buy |
11,926
+993
| +9% | +$211K | 0.07% | 172 |
|
|
2016
Q3 | $2.44M | Sell |
10,933
-694
| -6% | -$162K | 0.06% | 171 |
|
|
2016
Q2 | $2.97M | Sell |
11,627
-305
| -3% | -$78.3K | 0.08% | 147 |
|
|
2016
Q1 | $3.29M | Buy |
11,932
+1,859
| +18% | +$469K | 0.09% | 135 |
|
|
2015
Q4 | $2.5M | Sell |
10,073
-776
| -7% | -$182K | 0.07% | 166 |
|
|
2015
Q3 | $2.3M | Buy |
10,849
+1,951
| +22% | +$397K | 0.07% | 166 |
|
|
2015
Q2 | $1.64M | Buy |
8,898
+492
| +6% | +$94.4K | 0.04% | 218 |
|
|
2015
Q1 | $1.66M | Buy |
8,406
+57
| +0.7% | +$11.3K | 0.03% | 290 |
|
|
2014
Q4 | $1.54M | Buy |
8,349
+12
| +0.1% | +$2.17K | 0.03% | 305 |
|
|
2014
Q3 | $1.38M | Sell |
8,337
-609
| -7% | -$105K | 0.03% | 327 |
|
|
2014
Q2 | $1.53M | Buy |
8,946
+261
| +3% | +$44.7K | 0.03% | 310 |
|
|
2014
Q1 | $1.46M | Sell |
8,685
-32
| -0.4% | -$5.18K | 0.03% | 309 |
|
|
2013
Q4 | $1.31M | Sell |
8,717
-268
| -3% | -$42.8K | 0.03% | 327 |
|
|
2013
Q3 | $1.44M | Sell |
8,985
-103
| -1% | -$16.3K | 0.03% | 303 |
|
|
2013
Q2 | $1.39M | Buy |
+9,088
| New | +$1.43M | 0.03% | 309 |
|
Other funds holding PSA
