Berman Capital Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $114K | Buy |
385
+7
| +2% | +$2.07K | 0.02% | 402 |
|
|
2021
Q2 | $113K | Buy |
378
+274
| +263% | +$81.9K | 0.02% | 352 |
|
|
2021
Q1 | $25K | Buy |
104
+17
| +20% | +$4.09K | 0.01% | 714 |
|
|
2020
Q4 | $20K | Buy |
87
+68
| +358% | +$15.6K | ﹤0.01% | 674 |
|
|
2020
Q3 | $4K | Buy |
19
+8
| +73% | +$1.68K | ﹤0.01% | 1127 |
|
|
2020
Q2 | $2K | Sell |
11
-155
| -93% | -$28.2K | ﹤0.01% | 1310 |
|
|
2020
Q1 | $31K | Sell |
166
-104
| -39% | -$19.4K | 0.01% | 389 |
|
|
2019
Q4 | $57K | Sell |
270
-9
| -3% | -$1.9K | 0.02% | 302 |
|
|
2019
Q3 | $68K | Buy |
279
+9
| +3% | +$2.19K | 0.02% | 263 |
|
|
2019
Q2 | $64K | Buy |
270
+10
| +4% | +$2.37K | 0.02% | 267 |
|
|
2019
Q1 | $56K | Buy |
260
+5
| +2% | +$1.08K | 0.02% | 262 |
|
|
2018
Q4 | $51K | Buy |
+255
| New | +$51K | 0.02% | 249 |
|