CapWealth Advisors’s Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of PSA.PRU.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $21K | Hold |
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|
2016
Q1 | $21K | Hold |
|
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|
2015
Q4 | $20K | Hold |
|
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|
2015
Q3 | $20K | Hold |
|
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|
2015
Q2 | $19K | Hold |
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|
2015
Q1 | $20K | Buy |
|
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|
2014
Q4 | – | Sell |
|
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|
2014
Q3 | $19K | Hold |
|
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|
2014
Q2 | $19K | Hold |
|
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|
2014
Q1 | $18K | Hold |
|
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|
2013
Q4 | $16K | Hold |
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|
2013
Q3 | $17K | Hold |
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|
2013
Q2 | $19K | Buy |
|