Boston Financial Management’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,536	Closed	-$1.16M	–	270
2017 Q4	$1.16M	Sell	5,536 -636	-10%	-$134K	0.08%	161
2017 Q3	$1.32M	Sell	6,172 -1,417	-19%	-$293K	0.09%	155
2017 Q2	$1.58M	Sell	7,589 -643	-8%	-$138K	0.11%	153
2017 Q1	$1.8M	Sell	8,232 -92	-1%	-$20.4K	0.13%	150
2016 Q4	$1.86M	Sell	8,324 -8,470	-50%	-$1.8M	0.15%	155
2016 Q3	$3.75M	Sell	16,794 -1,124	-6%	-$262K	0.31%	114
2016 Q2	$4.58M	Buy	17,918 +119	+0.7%	+$30.5K	0.37%	102
2016 Q1	$4.91M	Sell	17,799 -1,428	-7%	-$360K	0.74%	51
2015 Q4	$4.76M	Sell	19,227 -696	-3%	-$163K	0.68%	55
2015 Q3	$4.22M	Sell	19,923 -247	-1%	-$50.3K	0.6%	62
2015 Q2	$3.72M	Sell	20,170 -756	-4%	-$145K	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%	+$37.5K	0.5%	70
2014 Q3	$3.53M	Buy	21,281 +397	+2%	+$68.2K	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%	+$20.1K	0.47%	67
2013 Q4	$3.15M	Buy	20,908 +525	+3%	+$83.9K	0.43%	72
2013 Q3	$3.27M	Buy	20,383 +350	+2%	+$55.4K	0.49%	65
2013 Q2	$3.07M	Buy	+20,033	New	+$3.16M	0.47%	64