Cavalier Investments’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-4,915
Closed -$1.1M 152
2016
Q3
$1.1M Sell
4,915
-2,600
-35% -$580K 0.67% 37
2016
Q2
$1.92M Hold
7,515
1.12% 16
2016
Q1
$2.07M Buy
+7,515
New +$2.07M 1.19% 17