BFEC
Benjamin F. Edwards & Company’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.37M | Buy |
8,248
+758
| +10% | +$218K | 0.04% | 337 |
|
|
2024
Q1 | $2.17M | Buy |
7,490
+103
| +1% | +$29.9K | 0.04% | 351 |
|
|
2023
Q4 | $2.25M | Buy |
7,387
+7,285
| +7,142% | +$2.22M | 0.05% | 319 |
|
|
2023
Q3 | $27K | Hold |
102
| – | – | ﹤0.01% | 1194 |
|
|
2023
Q2 | $30K | Hold |
102
| – | – | ﹤0.01% | 1192 |
|
|
2023
Q1 | $31K | Sell |
102
-135
| -57% | -$41K | ﹤0.01% | 1192 |
|
|
2022
Q4 | $66K | Buy |
237
+14
| +6% | +$3.9K | ﹤0.01% | 1012 |
|
|
2022
Q3 | $65K | Buy |
223
+120
| +117% | +$35K | ﹤0.01% | 985 |
|
|
2022
Q2 | $32K | Hold |
103
| – | – | ﹤0.01% | 1143 |
|
|
2022
Q1 | $40K | Buy |
103
+88
| +587% | +$34.2K | ﹤0.01% | 1081 |
|
|
2021
Q4 | $6K | Buy |
+15
| New | +$6K | ﹤0.01% | 1494 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$3K | – | 1845 |
|
|
2019
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 1731 |
|
|
2019
Q2 | – | Sell |
-66
| Closed | -$14K | – | 1963 |
|
|
2019
Q1 | $14K | Hold |
66
| – | – | ﹤0.01% | 1237 |
|
|
2018
Q4 | $13K | Hold |
66
| – | – | ﹤0.01% | 1209 |
|
|
2018
Q3 | $13K | Hold |
66
| – | – | ﹤0.01% | 1222 |
|
|
2018
Q2 | $15K | Hold |
66
| – | – | ﹤0.01% | 1173 |
|
|
2018
Q1 | $13K | Buy |
+66
| New | +$13K | ﹤0.01% | 1197 |
|
|
2017
Q4 | – | Sell |
-1
| Closed | – | – | 1586 |
|
|
2017
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1541 |
|
|
2016
Q1 | – | Sell |
-705
| Closed | -$175K | – | 1175 |
|
|
2015
Q4 | $175K | Hold |
705
| – | – | 0.04% | 324 |
|
|
2015
Q3 | $149K | Buy |
+705
| New | +$149K | 0.03% | 346 |
|
|
2015
Q2 | – | Sell |
-3,685
| Closed | -$726K | – | 1187 |
|
|
2015
Q1 | $726K | Sell |
3,685
-555
| -13% | -$109K | 0.15% | 144 |
|
|
2014
Q4 | $784K | Buy |
4,240
+255
| +6% | +$47.2K | 0.18% | 125 |
|
|
2014
Q3 | $661K | Buy |
3,985
+1,360
| +52% | +$226K | 0.16% | 146 |
|
|
2014
Q2 | $450K | Buy |
2,625
+2,525
| +2,525% | +$433K | 0.11% | 181 |
|
|
2014
Q1 | $17K | Buy |
100
+90
| +900% | +$15.3K | ﹤0.01% | 613 |
|
|
2013
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 879 |
|