Compagnie Lombard Odier SCmA’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-138
| Closed | -$50.2K | – | 489 |
|
|
2024
Q3 | $50.2K | Buy |
+138
| New | +$44.8K | ﹤0.01% | 338 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$21K | – | 586 |
|
|
2019
Q4 | $21K | Sell |
100
-358
| -78% | -$79.4K | ﹤0.01% | 416 |
|
|
2019
Q3 | $112K | Hold |
458
| – | – | ﹤0.01% | 298 |
|
|
2019
Q2 | $109K | Sell |
458
-79
| -15% | -$18.1K | ﹤0.01% | 295 |
|
|
2019
Q1 | $117K | Hold |
537
| – | – | ﹤0.01% | 335 |
|
|
2018
Q4 | $109K | Buy |
537
+36
| +7% | +$7.35K | ﹤0.01% | 321 |
|
|
2018
Q3 | $101K | Hold |
501
| – | – | ﹤0.01% | 351 |
|
|
2018
Q2 | $114K | Sell |
501
-164
| -25% | -$34.1K | ﹤0.01% | 344 |
|
|
2018
Q1 | $133K | Sell |
665
-1,191
| -64% | -$232K | ﹤0.01% | 348 |
|
|
2017
Q4 | $388K | Buy |
1,856
+1,091
| +143% | +$231K | 0.01% | 326 |
|
|
2017
Q3 | $164K | Buy |
765
+165
| +28% | +$34.1K | 0.01% | 389 |
|
|
2017
Q2 | $125K | Hold |
600
| – | – | ﹤0.01% | 400 |
|
|
2017
Q1 | $131K | Buy |
600
+64
| +12% | +$14.2K | ﹤0.01% | 417 |
|
|
2016
Q4 | $120K | Buy |
536
+176
| +49% | +$37.5K | ﹤0.01% | 496 |
|
|
2016
Q3 | $80K | Hold |
360
| – | – | ﹤0.01% | 614 |
|
|
2016
Q2 | $92K | Buy |
+360
| New | +$92.4K | ﹤0.01% | 582 |
|
|
2014
Q4 | – | Sell |
-1,133
| Closed | -$188K | – | 845 |
|
|
2014
Q3 | $188K | Hold |
1,133
| – | – | 0.01% | 522 |
|
|
2014
Q2 | $194K | Hold |
1,133
| – | – | 0.01% | 531 |
|
|
2014
Q1 | $191K | Hold |
1,133
| – | – | 0.01% | 523 |
|
|
2013
Q4 | $171K | Buy |
+1,133
| New | +$181K | 0.01% | 562 |
|
Other funds holding PSA
