Carroll Financial Associates’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $165K | Sell |
450
-204
| -31% | -$74.8K | 0.01% | 425 |
|
|
2021
Q3 | $194K | Sell |
654
-37
| -5% | -$11K | 0.01% | 400 |
|
|
2021
Q2 | $207K | Buy |
691
+51
| +8% | +$15.3K | 0.01% | 398 |
|
|
2021
Q1 | $157K | Hold |
640
| – | – | 0.01% | 449 |
|
|
2020
Q4 | $147K | Hold |
640
| – | – | 0.01% | 435 |
|
|
2020
Q3 | $142K | Sell |
640
-35
| -5% | -$7.77K | 0.01% | 412 |
|
|
2020
Q2 | $129K | Hold |
675
| – | – | 0.01% | 417 |
|
|
2020
Q1 | $134K | Sell |
675
-48
| -7% | -$9.53K | 0.01% | 365 |
|
|
2019
Q4 | $154K | Buy |
723
+8
| +1% | +$1.7K | 0.01% | 419 |
|
|
2019
Q3 | $175K | Hold |
715
| – | – | 0.02% | 392 |
|
|
2019
Q2 | $170K | Buy |
715
+236
| +49% | +$56.1K | 0.01% | 379 |
|
|
2019
Q1 | $104K | Hold |
479
| – | – | 0.01% | 442 |
|
|
2018
Q4 | $93K | Buy |
479
+1
| +0.2% | +$194 | 0.01% | 382 |
|
|
2018
Q3 | $96K | Hold |
478
| – | – | 0.01% | 394 |
|
|
2018
Q2 | $108K | Buy |
478
+1
| +0.2% | +$226 | 0.01% | 366 |
|
|
2018
Q1 | $95K | Hold |
477
| – | – | 0.01% | 387 |
|
|
2017
Q4 | $99K | Buy |
477
+1
| +0.2% | +$208 | 0.01% | 378 |
|
|
2017
Q3 | $101K | Hold |
476
| – | – | 0.01% | 373 |
|
|
2017
Q2 | $99K | Hold |
476
| – | – | 0.01% | 379 |
|
|
2017
Q1 | $104K | Buy |
476
+1
| +0.2% | +$218 | 0.01% | 347 |
|
|
2016
Q4 | $106K | Buy |
475
+60
| +14% | +$13.4K | 0.02% | 334 |
|
|
2016
Q3 | $92K | Buy |
415
+43
| +12% | +$9.53K | 0.01% | 355 |
|
|
2016
Q2 | $95K | Buy |
372
+160
| +75% | +$40.9K | 0.02% | 344 |
|
|
2016
Q1 | $58K | Hold |
212
| – | – | 0.01% | 403 |
|
|
2015
Q4 | $52K | Hold |
212
| – | – | 0.01% | 394 |
|
|
2015
Q3 | $48K | Hold |
212
| – | – | 0.01% | 402 |
|
|
2015
Q2 | $39K | Hold |
212
| – | – | 0.01% | 421 |
|
|
2015
Q1 | $42K | Buy |
+212
| New | +$42K | 0.02% | 310 |
|