DIA
Davidson Investment Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-100
| Closed | -$20K | – | 165 |
|
|
2017
Q2 | $20K | Hold |
100
| – | – | ﹤0.01% | 157 |
|
|
2017
Q1 | $21K | Hold |
100
| – | – | ﹤0.01% | 160 |
|
|
2016
Q4 | $22K | Hold |
100
| – | – | ﹤0.01% | 167 |
|
|
2016
Q3 | $22K | Hold |
100
| – | – | ﹤0.01% | 156 |
|
|
2016
Q2 | $25K | Sell |
100
-55
| -35% | -$13.8K | ﹤0.01% | 149 |
|
|
2016
Q1 | $42K | Sell |
155
-38
| -20% | -$10.3K | 0.01% | 165 |
|
|
2015
Q4 | $47K | Buy |
193
+58
| +43% | +$14.1K | 0.01% | 168 |
|
|
2015
Q3 | $28K | Buy |
+135
| New | +$28K | 0.01% | 165 |
|