Braun Stacey Associates’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,265
| Closed | -$579K | – | 158 |
|
|
2016
Q2 | $579K | Buy |
2,265
+265
| +13% | +$67.7K | 0.04% | 120 |
|
|
2016
Q1 | $552K | Hold |
2,000
| – | – | 0.04% | 124 |
|
|
2015
Q4 | $495K | Hold |
2,000
| – | – | 0.03% | 119 |
|
|
2015
Q3 | $423K | Sell |
2,000
-600
| -23% | -$127K | 0.03% | 120 |
|
|
2015
Q2 | $479K | Buy |
2,600
+600
| +30% | +$111K | 0.02% | 237 |
|
|
2015
Q1 | $394K | Buy |
2,000
+200
| +11% | +$39.4K | 0.02% | 125 |
|
|
2014
Q4 | $333K | Hold |
1,800
| – | – | 0.02% | 134 |
|
|
2014
Q3 | $299K | Hold |
1,800
| – | – | 0.02% | 141 |
|
|
2014
Q2 | $308K | Buy |
1,800
+200
| +13% | +$34.2K | 0.02% | 136 |
|
|
2014
Q1 | $270K | Buy |
+1,600
| New | +$270K | 0.02% | 133 |
|