AP
Appleton Partners’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-950
| Closed | -$216K | – | 263 |
|
|
2018
Q2 | $216K | Sell |
950
-467
| -33% | -$106K | 0.03% | 250 |
|
|
2018
Q1 | $284K | Sell |
1,417
-33
| -2% | -$6.61K | 0.04% | 221 |
|
|
2017
Q4 | $303K | Buy |
+1,450
| New | +$303K | 0.05% | 216 |
|
|
2016
Q4 | – | Sell |
-985
| Closed | -$220K | – | 213 |
|
|
2016
Q3 | $220K | Sell |
985
-633
| -39% | -$141K | 0.04% | 197 |
|
|
2016
Q2 | $414K | Sell |
1,618
-1,027
| -39% | -$263K | 0.08% | 151 |
|
|
2016
Q1 | $730K | Buy |
2,645
+505
| +24% | +$139K | 0.14% | 117 |
|
|
2015
Q4 | $530K | Buy |
+2,140
| New | +$530K | 0.1% | 145 |
|