CA
PSA.PRU.CL
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
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-800
| Closed | -$20K | – | 282 |
|
2016
Q3 | $20K | Hold |
800
| – | – | ﹤0.01% | 185 |
|
2016
Q2 | $21K | Hold |
800
| – | – | 0.01% | 183 |
|
2016
Q1 | $21K | Hold |
800
| – | – | 0.01% | 193 |
|
2015
Q4 | $20K | Hold |
800
| – | – | ﹤0.01% | 165 |
|
2015
Q3 | $20K | Hold |
800
| – | – | 0.01% | 161 |
|
2015
Q2 | $19K | Hold |
800
| – | – | ﹤0.01% | 175 |
|
2015
Q1 | $20K | Buy |
+800
| New | +$20K | ﹤0.01% | 182 |
|
2014
Q4 | – | Sell |
-800
| Closed | -$19K | – | 308 |
|
2014
Q3 | $19K | Hold |
800
| – | – | ﹤0.01% | 192 |
|
2014
Q2 | $19K | Hold |
800
| – | – | ﹤0.01% | 196 |
|
2014
Q1 | $18K | Hold |
800
| – | – | ﹤0.01% | 201 |
|
2013
Q4 | $16K | Hold |
800
| – | – | ﹤0.01% | 226 |
|
2013
Q3 | $17K | Hold |
800
| – | – | ﹤0.01% | 256 |
|
2013
Q2 | $19K | Buy |
+800
| New | +$19K | 0.01% | 237 |
|