Bank of Stockton’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-940
| Closed | -$205K | – | 104 |
|
|
2017
Q1 | $205K | Sell |
940
-20
| -2% | -$4.36K | 0.09% | 99 |
|
|
2016
Q4 | $215K | Hold |
960
| – | – | 0.1% | 98 |
|
|
2016
Q3 | $214K | Hold |
960
| – | – | 0.11% | 101 |
|
|
2016
Q2 | $245K | Hold |
960
| – | – | 0.13% | 91 |
|
|
2016
Q1 | $265K | Hold |
960
| – | – | 0.14% | 103 |
|
|
2015
Q4 | $238K | Hold |
960
| – | – | 0.14% | 90 |
|
|
2015
Q3 | $203K | Buy |
+960
| New | +$203K | 0.12% | 96 |
|
|
2015
Q2 | – | Sell |
-1,410
| Closed | -$278K | – | 105 |
|
|
2015
Q1 | $278K | Sell |
1,410
-280
| -17% | -$55.2K | 0.15% | 91 |
|
|
2014
Q4 | $312K | Sell |
1,690
-120
| -7% | -$22.2K | 0.18% | 82 |
|
|
2014
Q3 | $300K | Sell |
1,810
-75
| -4% | -$12.4K | 0.18% | 82 |
|
|
2014
Q2 | $323K | Sell |
1,885
-65
| -3% | -$11.1K | 0.18% | 84 |
|
|
2014
Q1 | $329K | Sell |
1,950
-20
| -1% | -$3.37K | 0.2% | 82 |
|
|
2013
Q4 | $297K | Sell |
1,970
-170
| -8% | -$25.6K | 0.19% | 85 |
|
|
2013
Q3 | $343K | Sell |
2,140
-567
| -21% | -$90.9K | 0.25% | 76 |
|
|
2013
Q2 | $415K | Buy |
+2,707
| New | +$415K | 0.33% | 67 |
|