A detailed history of Jfs Wealth Advisors, LLC transactions in Public Storage stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 363 shares of PSA stock, worth $120,439. This represents 0.01% of its overall portfolio holdings.

Number of Shares
363
Previous 363 -0.0%
Holding current value
$120,439
Previous $104,000 26.92%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

SELL
$257.73 - $293.34 $257 - $293
-1 Reduced 0.27%
363 $104,000
Q1 2024

Apr 30, 2024

SELL
$274.16 - $311.83 $1,644 - $1,870
-6 Reduced 1.62%
364 $105,000
Q4 2023

Feb 07, 2024

BUY
$237.99 - $307.8 $1,665 - $2,154
7 Added 1.93%
370 $112,000
Q4 2022

Feb 13, 2023

SELL
$276.09 - $311.54 $60,739 - $68,538
-220 Reduced 37.74%
363 $101,000
Q2 2022

Aug 02, 2022

BUY
$297.48 - $419.9 $11,899 - $16,796
40 Added 7.37%
583 $182,000
Q1 2022

May 02, 2022

BUY
$342.38 - $396.47 $75,323 - $87,223
220 Added 68.11%
543 $212,000
Q3 2021

Nov 09, 2021

BUY
$296.74 - $331.04 $95,847 - $106,925
323 New
323 $96,000
Q4 2018

Jan 28, 2019

SELL
$195.68 - $216.23 $7,240 - $8,000
-37 Closed
0 $0
Q3 2018

Nov 09, 2018

BUY
$199.49 - $232.71 $7,381 - $8,610
37 New
37 $7,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $58.2B
  • 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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.