CIM
Contravisory Investment Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,457
| Closed | -$408K | – | 356 |
|
|
2022
Q4 | $408K | Buy |
1,457
+190
| +15% | +$53.2K | 0.11% | 119 |
|
|
2022
Q3 | $371K | Hold |
1,267
| – | – | 0.12% | 103 |
|
|
2022
Q2 | $396K | Buy |
1,267
+30
| +2% | +$9.38K | 0.13% | 102 |
|
|
2022
Q1 | $483K | Sell |
1,237
-205
| -14% | -$80K | 0.14% | 90 |
|
|
2021
Q4 | $540K | Buy |
1,442
+197
| +16% | +$73.8K | 0.15% | 94 |
|
|
2021
Q3 | $370K | Buy |
1,245
+55
| +5% | +$16.3K | 0.11% | 130 |
|
|
2021
Q2 | $358K | Hold |
1,190
| – | – | 0.11% | 133 |
|
|
2021
Q1 | $294K | Buy |
+1,190
| New | +$294K | 0.09% | 136 |
|
|
2018
Q1 | – | Sell |
-2
| Closed | – | – | 434 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 507 |
|
|
2016
Q3 | – | Sell |
-7
| Closed | -$2K | – | 316 |
|
|
2016
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 187 |
|