Baltimore-Washington Financial Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-721
| Closed | -$214K | – | 140 |
|
|
2021
Q3 | $214K | Buy |
+721
| New | +$214K | 0.02% | 125 |
|
|
2015
Q4 | – | Sell |
-328
| Closed | -$69K | – | 217 |
|
|
2015
Q3 | $69K | Hold |
328
| – | – | 0.02% | 117 |
|
|
2015
Q2 | $60K | Hold |
328
| – | – | 0.02% | 121 |
|
|
2015
Q1 | $65K | Hold |
328
| – | – | 0.02% | 123 |
|
|
2014
Q4 | $61K | Buy |
328
+245
| +295% | +$45.6K | 0.02% | 128 |
|
|
2014
Q3 | $14K | Buy |
+83
| New | +$14K | ﹤0.01% | 203 |
|