Boston Financial Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,536
| Closed | -$1.16M | – | 270 |
|
|
2017
Q4 | $1.16M | Sell |
5,536
-636
| -10% | -$133K | 0.08% | 161 |
|
|
2017
Q3 | $1.32M | Sell |
6,172
-1,417
| -19% | -$303K | 0.09% | 155 |
|
|
2017
Q2 | $1.58M | Sell |
7,589
-643
| -8% | -$134K | 0.11% | 153 |
|
|
2017
Q1 | $1.8M | Sell |
8,232
-92
| -1% | -$20.1K | 0.13% | 150 |
|
|
2016
Q4 | $1.86M | Sell |
8,324
-8,470
| -50% | -$1.89M | 0.15% | 155 |
|
|
2016
Q3 | $3.75M | Sell |
16,794
-1,124
| -6% | -$251K | 0.31% | 114 |
|
|
2016
Q2 | $4.58M | Buy |
17,918
+119
| +0.7% | +$30.4K | 0.37% | 102 |
|
|
2016
Q1 | $4.91M | Sell |
17,799
-1,428
| -7% | -$394K | 0.74% | 51 |
|
|
2015
Q4 | $4.76M | Sell |
19,227
-696
| -3% | -$172K | 0.68% | 55 |
|
|
2015
Q3 | $4.22M | Sell |
19,923
-247
| -1% | -$52.3K | 0.6% | 62 |
|
|
2015
Q2 | $3.72M | Sell |
20,170
-756
| -4% | -$139K | 0.48% | 71 |
|
|
2015
Q1 | $4.13M | Sell |
20,926
-562
| -3% | -$111K | 0.52% | 65 |
|
|
2014
Q4 | $3.97M | Buy |
21,488
+207
| +1% | +$38.3K | 0.5% | 70 |
|
|
2014
Q3 | $3.53M | Buy |
21,281
+397
| +2% | +$65.8K | 0.46% | 71 |
|
|
2014
Q2 | $3.58M | Sell |
20,884
-148
| -0.7% | -$25.4K | 0.47% | 65 |
|
|
2014
Q1 | $3.54M | Buy |
21,032
+124
| +0.6% | +$20.9K | 0.47% | 67 |
|
|
2013
Q4 | $3.15M | Buy |
20,908
+525
| +3% | +$79K | 0.43% | 72 |
|
|
2013
Q3 | $3.27M | Buy |
20,383
+350
| +2% | +$56.2K | 0.49% | 65 |
|
|
2013
Q2 | $3.07M | Buy |
+20,033
| New | +$3.07M | 0.47% | 64 |
|