Catawba Capital Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $282K | Hold |
1,241
| – | – | 0.07% | 174 |
|
|
2018
Q1 | $249K | Sell |
1,241
-375
| -23% | -$75.2K | 0.06% | 189 |
|
|
2017
Q4 | $338K | Hold |
1,616
| – | – | 0.08% | 166 |
|
|
2017
Q3 | $346K | Buy |
1,616
+375
| +30% | +$80.3K | 0.08% | 169 |
|
|
2017
Q2 | $259K | Hold |
1,241
| – | – | 0.06% | 195 |
|
|
2017
Q1 | $272K | Hold |
1,241
| – | – | 0.06% | 214 |
|
|
2016
Q4 | $277K | Hold |
1,241
| – | – | 0.06% | 205 |
|
|
2016
Q3 | $277K | Hold |
1,241
| – | – | 0.07% | 197 |
|
|
2016
Q2 | $317K | Buy |
+1,241
| New | +$317K | 0.08% | 178 |
|