A detailed history of Ever Source Wealth Advisors, LLC transactions in Public Storage stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 120 shares of PSA stock, worth $34,480. This represents 0.0% of its overall portfolio holdings.

Number of Shares
120
Previous 85 41.18%
Holding current value
$34,480
Previous $24,000 41.67%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$274.16 - $311.83 $9,595 - $10,914
35 Added 41.18%
120 $34,000
Q4 2023

Feb 09, 2024

BUY
$237.99 - $307.8 $10,471 - $13,543
44 Added 107.32%
85 $25,000
Q3 2023

Nov 03, 2023

SELL
$263.15 - $301.64 $28,157 - $32,275
-107 Reduced 72.3%
41 $10,000
Q2 2023

Aug 04, 2023

SELL
$280.01 - $314.05 $28,561 - $32,033
-102 Reduced 40.8%
148 $43,000
Q1 2023

May 11, 2023

BUY
$271.18 - $311.46 $16,270 - $18,687
60 Added 31.58%
250 $75,000
Q4 2022

Feb 09, 2023

SELL
$276.09 - $311.54 $234,952 - $265,120
-851 Reduced 81.75%
190 $53,000
Q3 2022

Nov 07, 2022

BUY
$18.47 - $344.52 $17,786 - $331,772
963 Added 1234.62%
1,041 $304,000
Q2 2022

Aug 01, 2022

SELL
$297.48 - $419.9 $297 - $419
-1 Reduced 1.27%
78 $24,000
Q1 2022

May 25, 2022

BUY
$342.38 - $396.47 $3,766 - $4,361
11 Added 16.18%
79 $31,000
Q4 2021

Feb 07, 2022

BUY
$295.26 - $374.56 $20,077 - $25,470
68 New
68 $25,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $50.4B
  • Description
  • Public Storage, a member of the S&P 500 and FT Global 500, is a REIT that primarily acquires, develops, owns and operates self-storage facilities. At September 30, 2020, we had: (i) interests in 2,504 self-storage facilities located in 38 states with approximately 171 million net rentable square feet in the United States, (ii) an approximate...
More about PSA
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