Anchor Capital Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,195
| Closed | -$271K | – | 280 |
|
|
2018
Q2 | $271K | Sell |
1,195
-295
| -20% | -$66.9K | 0.01% | 256 |
|
|
2018
Q1 | $299K | Hold |
1,490
| – | – | 0.01% | 276 |
|
|
2017
Q4 | $311K | Buy |
1,490
+60
| +4% | +$12.5K | 0.01% | 237 |
|
|
2017
Q3 | $306K | Hold |
1,430
| – | – | 0.01% | 231 |
|
|
2017
Q2 | $298K | Hold |
1,430
| – | – | 0.01% | 235 |
|
|
2017
Q1 | $313K | Hold |
1,430
| – | – | 0.01% | 236 |
|
|
2016
Q4 | $320K | Buy |
+1,430
| New | +$320K | 0.01% | 237 |
|
|
2015
Q3 | – | Sell |
-1,265
| Closed | -$233K | – | 290 |
|
|
2015
Q2 | $233K | Sell |
1,265
-300
| -19% | -$55.3K | 0.01% | 273 |
|
|
2015
Q1 | $309K | Hold |
1,565
| – | – | 0.01% | 257 |
|
|
2014
Q4 | $289K | Sell |
1,565
-50
| -3% | -$9.23K | 0.01% | 278 |
|
|
2014
Q3 | $268K | Buy |
1,615
+15
| +0.9% | +$2.49K | 0.01% | 288 |
|
|
2014
Q2 | $274K | Hold |
1,600
| – | – | 0.01% | 291 |
|
|
2014
Q1 | $270K | Hold |
1,600
| – | – | 0.01% | 283 |
|
|
2013
Q4 | $241K | Hold |
1,600
| – | – | ﹤0.01% | 286 |
|
|
2013
Q3 | $257K | Sell |
1,600
-100
| -6% | -$16.1K | 0.01% | 282 |
|
|
2013
Q2 | $261K | Buy |
+1,700
| New | +$261K | 0.01% | 272 |
|