BHWM
Bar Harbor Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,053
| Closed | -$504K | – | 299 |
|
|
2019
Q3 | $504K | Buy |
2,053
+824
| +67% | +$202K | 0.06% | 200 |
|
|
2019
Q2 | $293K | Buy |
+1,229
| New | +$293K | 0.03% | 255 |
|
|
2017
Q3 | – | Sell |
-1,161
| Closed | -$242K | – | 312 |
|
|
2017
Q2 | $242K | Hold |
1,161
| – | – | 0.03% | 276 |
|
|
2017
Q1 | $254K | Hold |
1,161
| – | – | 0.03% | 285 |
|
|
2016
Q4 | $259K | Buy |
+1,161
| New | +$259K | 0.03% | 311 |
|