Advantage Investment Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-125
| Closed | -$27K | – | 1048 |
|
|
2017
Q4 | $27K | Sell |
125
-15
| -11% | -$3.24K | 0.01% | 520 |
|
|
2017
Q3 | $30K | Buy |
140
+15
| +12% | +$3.21K | 0.01% | 489 |
|
|
2017
Q2 | $26K | Hold |
125
| – | – | 0.01% | 513 |
|
|
2017
Q1 | $27K | Sell |
125
-2
| -2% | -$432 | 0.01% | 492 |
|
|
2016
Q4 | $28K | Hold |
127
| – | – | 0.01% | 446 |
|
|
2016
Q3 | $28K | Buy |
127
+2
| +2% | +$441 | 0.01% | 445 |
|
|
2016
Q2 | $27K | Hold |
125
| – | – | 0.01% | 436 |
|
|
2016
Q1 | $27K | Hold |
125
| – | – | 0.01% | 418 |
|
|
2015
Q4 | $27K | Hold |
125
| – | – | 0.01% | 426 |
|
|
2015
Q3 | $27K | Sell |
125
-275
| -69% | -$59.4K | 0.02% | 402 |
|
|
2015
Q2 | $72K | Hold |
400
| – | – | 0.04% | 286 |
|
|
2015
Q1 | $72K | Hold |
400
| – | – | 0.04% | 285 |
|
|
2014
Q4 | $72K | Buy |
+400
| New | +$72K | 0.05% | 257 |
|