Wealth Alliance’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 | $209K | Buy |
711
+3
| +0.4% | +$880 | 0.02% | 515 |
|
2025
Q1 | $212K | Buy |
708
+5
| +0.7% | +$1.5K | 0.03% | 486 |
|
2024
Q4 | $211K | Buy |
703
+7
| +1% | +$2.1K | 0.03% | 469 |
|
2024
Q3 | $253K | Buy |
+696
| New | +$253K | 0.03% | 443 |
|
2024
Q2 | – | Sell |
-713
| Closed | -$207K | – | 543 |
|
2024
Q1 | $207K | Sell |
713
-128
| -15% | -$37.2K | 0.03% | 488 |
|
2023
Q4 | $256K | Sell |
841
-6
| -0.7% | -$1.83K | 0.04% | 428 |
|
2023
Q3 | $223K | Buy |
847
+43
| +5% | +$11.3K | 0.04% | 432 |
|
2023
Q2 | $235K | Sell |
804
-163
| -17% | -$47.6K | 0.04% | 443 |
|
2023
Q1 | $292K | Buy |
967
+161
| +20% | +$48.7K | 0.05% | 371 |
|
2022
Q4 | $226K | Sell |
806
-142
| -15% | -$39.8K | 0.04% | 433 |
|
2022
Q3 | $278K | Buy |
948
+126
| +15% | +$36.9K | 0.05% | 339 |
|
2022
Q2 | $257K | Buy |
+822
| New | +$257K | 0.05% | 364 |
|