Bell Rock Capital’s Public Storage PSA.PRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,094
| Closed | -$53K | – | 354 |
|
|
2019
Q4 | $53K | Buy |
2,094
+14
| +0.7% | +$358 | 0.05% | 214 |
|
|
2019
Q3 | $53K | Buy |
2,080
+12
| +0.6% | +$306 | 0.05% | 201 |
|
|
2019
Q2 | $51K | Buy |
2,068
+14
| +0.7% | +$345 | 0.04% | 201 |
|
|
2019
Q1 | $50K | Buy |
2,054
+13
| +0.6% | +$301 | 0.03% | 237 |
|
|
2018
Q4 | $43K | Buy |
2,041
+15
| +0.7% | +$322 | 0.03% | 243 |
|
|
2018
Q3 | $47K | Buy |
2,026
+26
| +1% | +$634 | 0.02% | 255 |
|
|
2018
Q2 | $49K | Hold |
2,000
| – | – | 0.02% | 258 |
|
|
2018
Q1 | $48K | Hold |
2,000
| – | – | 0.03% | 256 |
|
|
2017
Q4 | $50K | Sell |
2,000
-750
| -27% | -$18.8K | 0.03% | 248 |
|
|
2017
Q3 | $69K | Hold |
2,750
| – | – | 0.04% | 216 |
|
|
2017
Q2 | $68K | Hold |
2,750
| – | – | 0.04% | 205 |
|
|
2017
Q1 | $63K | Buy |
2,750
+250
| +10% | +$5.54K | 0.06% | 169 |
|
|
2016
Q4 | $53K | Buy |
+2,500
| New | +$57.4K | 0.06% | 178 |
|