Curbstone Financial Management Corp’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 |
-1,872
| Closed | -$401K | – | 166 |
|
|
2017
Q3 | $401K | Buy |
+1,872
| New | +$401K | 0.12% | 160 |
|
|
2017
Q2 | – | Sell |
-1,312
| Closed | -$287K | – | 168 |
|
|
2017
Q1 | $287K | Buy |
1,312
+300
| +30% | +$65.6K | 0.18% | 134 |
|
|
2016
Q4 | $226K | Sell |
1,012
-1,012
| -50% | -$226K | 0.14% | 151 |
|
|
2016
Q3 | $452K | Buy |
+2,024
| New | +$452K | 0.15% | 152 |
|