Blue Chip Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-451
| Closed | -$104K | – | 162 |
|
|
2020
Q4 | $104K | Buy |
451
+4
| +0.9% | +$917 | 0.02% | 142 |
|
|
2020
Q3 | $100K | Sell |
447
-219
| -33% | -$44.8K | 0.02% | 133 |
|
|
2020
Q2 | $128K | Sell |
666
-2,422
| -78% | -$467K | 0.03% | 122 |
|
|
2020
Q1 | $613K | Buy |
3,088
+47
| +2% | +$10.1K | 0.15% | 61 |
|
|
2019
Q4 | $648K | Buy |
3,041
+180
| +6% | +$39.9K | 0.12% | 81 |
|
|
2019
Q3 | $702K | Buy |
2,861
+63
| +2% | +$15.8K | 0.15% | 74 |
|
|
2019
Q2 | $666K | Sell |
2,798
-9
| -0.3% | -$2.06K | 0.15% | 74 |
|
|
2019
Q1 | $611K | Buy |
2,807
+884
| +46% | +$185K | 0.14% | 77 |
|
|
2018
Q4 | $389K | Sell |
1,923
-825
| -30% | -$168K | 0.1% | 103 |
|
|
2018
Q3 | $554K | Buy |
2,748
+560
| +26% | +$121K | 0.14% | 84 |
|
|
2018
Q2 | $496K | Buy |
2,188
+174
| +9% | +$36.2K | 0.13% | 86 |
|
|
2018
Q1 | $404K | Sell |
2,014
-233
| -10% | -$45.4K | 0.11% | 94 |
|
|
2017
Q4 | $470K | Buy |
2,247
+45
| +2% | +$9.51K | 0.14% | 91 |
|
|
2017
Q3 | $471K | Buy |
2,202
+142
| +7% | +$29.4K | 0.15% | 88 |
|
|
2017
Q2 | $430K | Buy |
2,060
+451
| +28% | +$97K | 0.15% | 91 |
|
|
2017
Q1 | $352K | Buy |
1,609
+481
| +43% | +$107K | 0.13% | 94 |
|
|
2016
Q4 | $252K | Buy |
1,128
+527
| +88% | +$112K | 0.1% | 107 |
|
|
2016
Q3 | $134K | Buy |
601
+5
| +0.8% | +$1.17K | 0.06% | 113 |
|
|
2016
Q2 | $152K | Buy |
596
+4
| +0.7% | +$1.03K | 0.07% | 108 |
|
|
2016
Q1 | $163K | Sell |
592
-198
| -25% | -$49.9K | 0.08% | 103 |
|
|
2015
Q4 | $196K | Buy |
790
+6
| +0.8% | +$1.41K | 0.1% | 100 |
|
|
2015
Q3 | $166K | Buy |
784
+6
| +0.8% | +$1.22K | 0.11% | 104 |
|
|
2015
Q2 | $143K | Buy |
778
+7
| +0.9% | +$1.34K | 0.09% | 101 |
|
|
2015
Q1 | $152K | Buy |
771
+5
| +0.7% | +$990 | 0.1% | 101 |
|
|
2014
Q4 | $142K | Buy |
+766
| New | +$139K | 0.1% | 98 |
|
Other funds holding PSA
