Congress Asset 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
Q4 | – | Sell |
-965
| Closed | -$207K | – | 383 |
|
|
2017
Q3 | $207K | Sell |
965
-1,925
| -67% | -$413K | ﹤0.01% | 382 |
|
|
2017
Q2 | $603K | Sell |
2,890
-18,642
| -87% | -$3.89M | 0.01% | 222 |
|
|
2017
Q1 | $4.71M | Sell |
21,532
-23
| -0.1% | -$5.04K | 0.09% | 144 |
|
|
2016
Q4 | $4.82M | Buy |
21,555
+55
| +0.3% | +$12.3K | 0.1% | 138 |
|
|
2016
Q3 | $4.8M | Buy |
21,500
+299
| +1% | +$66.7K | 0.11% | 135 |
|
|
2016
Q2 | $5.42M | Sell |
21,201
-23
| -0.1% | -$5.88K | 0.13% | 127 |
|
|
2016
Q1 | $5.85M | Sell |
21,224
-2,219
| -9% | -$612K | 0.14% | 117 |
|
|
2015
Q4 | $5.81M | Sell |
23,443
-460
| -2% | -$114K | 0.14% | 115 |
|
|
2015
Q3 | $5.06M | Buy |
23,903
+572
| +2% | +$121K | 0.13% | 122 |
|
|
2015
Q2 | $4.3M | Sell |
23,331
-8,040
| -26% | -$1.48M | 0.12% | 139 |
|
|
2015
Q1 | $6.18M | Sell |
31,371
-176
| -0.6% | -$34.7K | 0.15% | 112 |
|
|
2014
Q4 | $5.83M | Sell |
31,547
-40
| -0.1% | -$7.39K | 0.15% | 112 |
|
|
2014
Q3 | $5.24M | Sell |
31,587
-1,201
| -4% | -$199K | 0.13% | 121 |
|
|
2014
Q2 | $5.62M | Sell |
32,788
-789
| -2% | -$135K | 0.14% | 115 |
|
|
2014
Q1 | $5.66M | Sell |
33,577
-499
| -1% | -$84.1K | 0.14% | 110 |
|
|
2013
Q4 | $5.13M | Buy |
34,076
+344
| +1% | +$51.8K | 0.13% | 113 |
|
|
2013
Q3 | $5.42M | Sell |
33,732
-30
| -0.1% | -$4.82K | 0.15% | 99 |
|
|
2013
Q2 | $5.18M | Buy |
+33,762
| New | +$5.18M | 0.15% | 96 |
|