Carroll Financial Associates’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $165K | Sell |
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|
2021
Q3 | $194K | Sell |
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|
2021
Q2 | $207K | Buy |
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|
2021
Q1 | $157K | Hold |
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|
2020
Q4 | $147K | Hold |
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|
2020
Q3 | $142K | Sell |
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|
2020
Q2 | $129K | Hold |
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|
2020
Q1 | $134K | Sell |
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|
2019
Q4 | $154K | Buy |
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|
2019
Q3 | $175K | Hold |
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|
2019
Q2 | $170K | Buy |
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|
2019
Q1 | $104K | Hold |
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|
2018
Q4 | $93K | Buy |
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|
2018
Q3 | $96K | Hold |
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|
2018
Q2 | $108K | Buy |
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|
2018
Q1 | $95K | Hold |
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|
2017
Q4 | $99K | Buy |
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|
2017
Q3 | $101K | Hold |
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|
2017
Q2 | $99K | Hold |
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|
2017
Q1 | $104K | Buy |
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|
2016
Q4 | $106K | Buy |
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|
2016
Q3 | $92K | Buy |
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|
2016
Q2 | $95K | Buy |
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|
2016
Q1 | $58K | Hold |
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|
2015
Q4 | $52K | Hold |
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|
2015
Q3 | $48K | Hold |
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|
2015
Q2 | $39K | Hold |
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|
2015
Q1 | $42K | Buy |
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