BP’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	–	Sell	-3,894	Closed	-$1.17M	–	414
2021 Q2	$1.17M	Sell	3,894 -1,746	-31%	-$525K	0.05%	207
2021 Q1	$1.39M	Sell	5,640 -1,244	-18%	-$307K	0.05%	214
2020 Q4	$1.59M	Sell	6,884 -6,516	-49%	-$1.5M	0.05%	217
2020 Q3	$2.98M	Sell	13,400 -1,100	-8%	-$245K	0.07%	207
2020 Q2	$2.78M	Sell	14,500 -500	-3%	-$95.9K	0.1%	208
2020 Q1	$2.97M	Buy	+15,000	New	+$2.97M	0.13%	171
2019 Q4	–	Sell	-15,000	Closed	-$3.68M	–	540
2019 Q3	$3.68M	Sell	15,000 -1,000	-6%	-$245K	0.14%	180
2019 Q2	$3.81M	Hold	16,000	–	–	0.14%	168
2019 Q1	$3.49M	Hold	16,000	–	–	0.14%	182
2018 Q4	$3.24M	Sell	16,000 -2,000	-11%	-$405K	0.13%	178
2018 Q3	$3.63M	Sell	18,000 -15,500	-46%	-$3.12M	0.11%	207
2018 Q2	$7.6M	Buy	33,500 +16,000	+91%	+$3.63M	0.25%	98
2018 Q1	$3.51M	Hold	17,500	–	–	0.13%	204
2017 Q4	$3.66M	Hold	17,500	–	–	0.13%	198
2017 Q3	$3.74M	Buy	+17,500	New	+$3.74M	0.13%	199
2017 Q2	–	Sell	-18,300	Closed	-$4.01M	–	420
2017 Q1	$4.01M	Hold	18,300	–	–	0.15%	171
2016 Q4	$4.09M	Buy	18,300 +10,300	+129%	+$2.3M	0.15%	171
2016 Q3	$1.79M	Sell	8,000 -9,000	-53%	-$2.01M	0.07%	301
2016 Q2	$4.34M	Hold	17,000	–	–	0.17%	163
2016 Q1	$4.69M	Hold	17,000	–	–	0.19%	154
2015 Q4	$4.21M	Buy	+17,000	New	+$4.21M	0.17%	167
2015 Q2	–	Sell	-16,000	Closed	-$3.16M	–	295
2015 Q1	$3.16M	Hold	16,000	–	–	0.1%	230
2014 Q4	$2.96M	Buy	16,000 +1,000	+7%	+$185K	0.08%	237
2014 Q3	$2.49M	Hold	15,000	–	–	0.07%	237
2014 Q2	$2.57M	Hold	15,000	–	–	0.08%	216
2014 Q1	$2.53M	Buy	+15,000	New	+$2.53M	0.08%	223