Braun-Bostich & Associates’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-148
| Closed | -$33K | – | 170 |
|
|
2020
Q3 | $33K | Sell |
148
-92
| -38% | -$20.5K | 0.03% | 176 |
|
|
2020
Q2 | $46K | Sell |
240
-51
| -18% | -$9.78K | 0.04% | 136 |
|
|
2020
Q1 | $57K | Hold |
291
| – | – | 0.07% | 127 |
|
|
2019
Q4 | $62K | Buy |
+291
| New | +$62K | 0.06% | 140 |
|
|
2019
Q3 | – | Sell |
-481
| Closed | -$115K | – | 246 |
|
|
2019
Q2 | $115K | Sell |
481
-429
| -47% | -$103K | 0.12% | 125 |
|
|
2019
Q1 | $198K | Sell |
910
-1,483
| -62% | -$323K | 0.21% | 99 |
|
|
2018
Q4 | $484K | Buy |
2,393
+41
| +2% | +$8.29K | 0.51% | 69 |
|
|
2018
Q3 | $474K | Buy |
2,352
+8
| +0.3% | +$1.61K | 0.46% | 75 |
|
|
2018
Q2 | $532K | Hold |
2,344
| – | – | 0.53% | 68 |
|
|
2018
Q1 | $470K | Buy |
2,344
+526
| +29% | +$105K | 0.41% | 80 |
|
|
2017
Q4 | $380K | Buy |
+1,818
| New | +$380K | 0.32% | 89 |
|