Wealthspire Advisors (New York)’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 | $938K | Buy |
3,198
+1,752
| +121% | +$514K | 0.01% | 401 |
|
|
2025
Q1 | $433K | Buy |
1,446
+585
| +68% | +$175K | ﹤0.01% | 554 |
|
|
2024
Q4 | $258K | Sell |
861
-177
| -17% | -$53K | ﹤0.01% | 678 |
|
|
2024
Q3 | $378K | Sell |
1,038
-78
| -7% | -$28.4K | ﹤0.01% | 563 |
|
|
2024
Q2 | $321K | Buy |
1,116
+220
| +25% | +$63.3K | ﹤0.01% | 524 |
|
|
2024
Q1 | $260K | Sell |
896
-104
| -10% | -$30.2K | ﹤0.01% | 546 |
|
|
2023
Q4 | $305K | Buy |
+1,000
| New | +$305K | ﹤0.01% | 520 |
|
|
2021
Q2 | – | Sell |
-1,383
| Closed | -$341K | – | 591 |
|
|
2021
Q1 | $341K | Buy |
1,383
+77
| +6% | +$19K | 0.01% | 513 |
|
|
2020
Q4 | $302K | Buy |
+1,306
| New | +$302K | 0.01% | 434 |
|
|
2020
Q2 | – | Sell |
-2,160
| Closed | -$429K | – | 464 |
|
|
2020
Q1 | $429K | Buy |
+2,160
| New | +$429K | 0.02% | 319 |
|
|
2019
Q1 | – | Sell |
-93
| Closed | -$19K | – | 613 |
|
|
2018
Q4 | $19K | Buy |
+93
| New | +$19K | ﹤0.01% | 354 |
|