CrestPoint Capital 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
Q1 | – | Sell |
-1,100
| Closed | -$246K | – | 222 |
|
|
2016
Q4 | $246K | Sell |
1,100
-500
| -31% | -$112K | 0.12% | 196 |
|
|
2016
Q3 | $357K | Buy |
1,600
+500
| +45% | +$112K | 0.18% | 167 |
|
|
2016
Q2 | $281K | Hold |
1,100
| – | – | 0.15% | 175 |
|
|
2016
Q1 | $303K | Hold |
1,100
| – | – | 0.16% | 170 |
|
|
2015
Q4 | $272K | Hold |
1,100
| – | – | 0.15% | 157 |
|
|
2015
Q3 | $233K | Buy |
+1,100
| New | +$233K | 0.13% | 173 |
|