Concert Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,407
| Closed | -$538K | – | 370 |
|
|
2017
Q1 | $538K | Hold |
2,407
| – | – | 0.12% | 230 |
|
|
2016
Q4 | $538K | Sell |
2,407
-342
| -12% | -$76.4K | 0.12% | 241 |
|
|
2016
Q3 | $613K | Sell |
2,749
-16
| -0.6% | -$3.57K | 0.07% | 334 |
|
|
2016
Q2 | $710K | Buy |
2,765
+21
| +0.8% | +$5.39K | 0.1% | 265 |
|
|
2016
Q1 | $759K | Buy |
2,744
+5
| +0.2% | +$1.38K | 0.1% | 256 |
|
|
2015
Q4 | $678K | Buy |
2,739
+88
| +3% | +$21.8K | 0.09% | 286 |
|
|
2015
Q3 | $560K | Buy |
2,651
+514
| +24% | +$109K | 0.08% | 334 |
|
|
2015
Q2 | $395K | Sell |
2,137
-1,177
| -36% | -$218K | 0.05% | 414 |
|
|
2015
Q1 | $244K | Buy |
3,314
+244
| +8% | +$18K | 0.07% | 346 |
|
|
2014
Q4 | $566K | Buy |
3,070
+169
| +6% | +$31.2K | 0.09% | 291 |
|
|
2014
Q3 | $480K | Sell |
2,901
-60
| -2% | -$9.93K | 0.06% | 274 |
|
|
2014
Q2 | $494K | Buy |
2,961
+163
| +6% | +$27.2K | 0.06% | 276 |
|
|
2014
Q1 | $470K | Buy |
2,798
+590
| +27% | +$99.1K | 0.06% | 283 |
|
|
2013
Q4 | $333K | Buy |
2,208
+155
| +8% | +$23.4K | 0.04% | 352 |
|
|
2013
Q3 | $330K | Hold |
2,053
| – | – | 0.05% | 345 |
|
|
2013
Q2 | $315K | Buy |
+2,053
| New | +$315K | 0.05% | 329 |
|