Waterfront Capital Partners’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 | – | Sell |
-56,007
| Closed | -$16.8M | – | 41 |
|
2025
Q1 | $16.8M | Buy |
+56,007
| New | +$16.8M | 2.87% | 19 |
|
2024
Q2 | – | Sell |
-4,000
| Closed | -$1.16M | – | 42 |
|
2024
Q1 | $1.16M | Buy |
+4,000
| New | +$1.16M | 0.1% | 37 |
|
2023
Q4 | – | Sell |
-120,000
| Closed | -$31.6M | – | 49 |
|
2023
Q3 | $31.6M | Buy |
+120,000
| New | +$31.6M | 3.1% | 15 |
|
2020
Q2 | – | Sell |
-60,462
| Closed | -$12M | – | 58 |
|
2020
Q1 | $12M | Buy |
+60,462
| New | +$12M | 1.47% | 20 |
|
2019
Q3 | – | Sell |
-9,399
| Closed | -$2.24M | – | 50 |
|
2019
Q2 | $2.24M | Sell |
9,399
-31,777
| -77% | -$7.57M | 0.37% | 40 |
|
2019
Q1 | $8.97M | Buy |
+41,176
| New | +$8.97M | 1.31% | 30 |
|