Creative Planning’s PS Business Parks, Inc. PSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,261
| Closed | -$208K | – | 1962 |
|
|
2019
Q4 | $208K | Buy |
1,261
+9
| +0.7% | +$1.49K | ﹤0.01% | 1606 |
|
|
2019
Q3 | $228K | Hold |
1,252
| – | – | ﹤0.01% | 1514 |
|
|
2019
Q2 | $211K | Sell |
1,252
-1,248
| -50% | -$210K | ﹤0.01% | 1580 |
|
|
2019
Q1 | $392K | Sell |
2,500
-146
| -6% | -$22.9K | ﹤0.01% | 1171 |
|
|
2018
Q4 | $347K | Hold |
2,646
| – | – | ﹤0.01% | 1147 |
|
|
2018
Q3 | $336K | Buy |
+2,646
| New | +$336K | ﹤0.01% | 1320 |
|
|
2017
Q3 | – | Sell |
-146
| Closed | -$19K | – | 3910 |
|
|
2017
Q2 | $19K | Hold |
146
| – | – | ﹤0.01% | 3195 |
|
|
2017
Q1 | $17K | Hold |
146
| – | – | ﹤0.01% | 3213 |
|
|
2016
Q4 | $17K | Hold |
146
| – | – | ﹤0.01% | 3155 |
|
|
2016
Q3 | $17K | Sell |
146
-141
| -49% | -$16.4K | ﹤0.01% | 3147 |
|
|
2016
Q2 | $30K | Hold |
287
| – | – | ﹤0.01% | 2481 |
|
|
2016
Q1 | $29K | Buy |
287
+141
| +97% | +$14.2K | ﹤0.01% | 2480 |
|
|
2015
Q4 | $13K | Hold |
146
| – | – | ﹤0.01% | 3107 |
|
|
2015
Q3 | $12K | Buy |
+146
| New | +$12K | ﹤0.01% | 3073 |
|
|
2015
Q2 | – | Sell |
-146
| Closed | -$12K | – | 3168 |
|
|
2015
Q1 | $12K | Hold |
146
| – | – | ﹤0.01% | 3064 |
|
|
2014
Q4 | $12K | Hold |
146
| – | – | ﹤0.01% | 2991 |
|
|
2014
Q3 | $11K | Hold |
146
| – | – | ﹤0.01% | 2868 |
|
|
2014
Q2 | $12K | Hold |
146
| – | – | ﹤0.01% | 2740 |
|
|
2014
Q1 | $12K | Hold |
146
| – | – | ﹤0.01% | 2641 |
|
|
2013
Q4 | $11K | Hold |
146
| – | – | ﹤0.01% | 2535 |
|
|
2013
Q3 | $11K | Hold |
146
| – | – | ﹤0.01% | 2424 |
|
|
2013
Q2 | $11K | Buy |
+146
| New | +$11K | ﹤0.01% | 2243 |
|