Concert Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $538K | Hold |
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|
2016
Q4 | $538K | Sell |
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|
2016
Q3 | $613K | Sell |
|
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|
2016
Q2 | $710K | Buy |
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|
2016
Q1 | $759K | Buy |
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|
2015
Q4 | $678K | Buy |
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|
2015
Q3 | $560K | Buy |
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|
2015
Q2 | $395K | Sell |
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|
2015
Q1 | $244K | Buy |
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|
2014
Q4 | $566K | Buy |
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|
2014
Q3 | $480K | Sell |
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|
2014
Q2 | $494K | Buy |
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|
2014
Q1 | $470K | Buy |
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|
2013
Q4 | $333K | Buy |
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|
2013
Q3 | $330K | Hold |
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|
2013
Q2 | $315K | Buy |
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