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Beacon Financial Group’s Public Storage PSA Stock Holding History

Beacon Financial Group’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,061
Closed -$439K – 182
2019
Q4 		$439K Buy
2,061
+548
+36% +$122K 0.06% 160
2019
Q3 		$371K Sell
1,513
-59
-4% -$14.8K 0.06% 158
2019
Q2 		$374K Hold
1,572
– – 0.06% 159
2019
Q1 		$342 Buy
1,572
+16
+1% +$3.35K 0.06% 152
2018
Q4 		$314K Sell
1,556
-80
-5% -$16.3K 0.06% 156
2018
Q3 		$330K Sell
1,636
-76
-4% -$16.4K 0.06% 157
2018
Q2 		$388K Sell
1,712
-95
-5% -$19.8K 0.07% 147
2018
Q1 		$362K Buy
+1,807
New +$352K 0.06% 158
2013
Q4 		– Sell
-3,000
Closed -$605K – 188
2013
Q3 		$605K Buy
+3,000
New +$475K 0.13% 112

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