Alpha Cubed Investments’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,444
| Closed | -$482K | – | 192 |
|
|
2015
Q1 | $482K | Sell |
2,444
-846
| -26% | -$167K | 0.15% | 116 |
|
|
2014
Q4 | $608K | Sell |
3,290
-154
| -4% | -$28.5K | 0.24% | 93 |
|
|
2014
Q3 | $571K | Sell |
3,444
-51
| -1% | -$8.46K | 0.27% | 96 |
|
|
2014
Q2 | $599K | Sell |
3,495
-306
| -8% | -$52.4K | 0.27% | 107 |
|
|
2014
Q1 | $640K | Sell |
3,801
-284
| -7% | -$47.8K | 0.33% | 95 |
|
|
2013
Q4 | $615K | Buy |
+4,085
| New | +$615K | 0.22% | 133 |
|