CAM
Concorde Asset Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,327
| Closed | -$495K | – | 142 |
|
|
2017
Q3 | $495K | Sell |
2,327
-184
| -7% | -$39.1K | 0.43% | 71 |
|
|
2017
Q2 | $523K | Buy |
2,511
+8
| +0.3% | +$1.67K | 0.71% | 45 |
|
|
2017
Q1 | $551K | Buy |
2,503
+1,775
| +244% | +$391K | 0.91% | 28 |
|
|
2016
Q4 | $433K | Buy |
+728
| New | +$433K | 0.78% | 49 |
|