C.M. Bidwell & Associates’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-431
| Closed | -$135K | – | 528 |
|
|
2022
Q2 | $135K | Sell |
431
-6
| -1% | -$1.88K | 0.11% | 179 |
|
|
2022
Q1 | $171K | Hold |
437
| – | – | 0.11% | 181 |
|
|
2021
Q4 | $164K | Buy |
+437
| New | +$164K | 0.1% | 188 |
|
|
2016
Q3 | – | Sell |
-26,685
| Closed | -$6.82M | – | 311 |
|
|
2016
Q2 | $6.82M | Sell |
26,685
-1,200
| -4% | -$307K | 1.69% | 12 |
|
|
2016
Q1 | $7.69M | Buy |
27,885
+9,170
| +49% | +$2.53M | 1.92% | 3 |
|
|
2015
Q4 | $4.64M | Buy |
18,715
+2,690
| +17% | +$666K | 1.1% | 30 |
|
|
2015
Q3 | $3.39M | Buy |
+16,025
| New | +$3.39M | 0.83% | 62 |
|
|
2015
Q1 | – | Sell |
-18,940
| Closed | -$3.5M | – | 258 |
|
|
2014
Q4 | $3.5M | Buy |
+18,940
| New | +$3.5M | 0.8% | 61 |
|
|
2014
Q2 | – | Sell |
-41,995
| Closed | -$7.08M | – | 284 |
|
|
2014
Q1 | $7.08M | Sell |
41,995
-3,150
| -7% | -$531K | 1.7% | 12 |
|
|
2013
Q4 | $6.8M | Buy |
+45,145
| New | +$6.8M | 1.68% | 12 |
|