DAM
Doheny Asset Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-600
| Closed | -$218K | – | 71 |
|
|
2024
Q3 | $218K | Buy |
+600
| New | +$218K | 0.15% | 71 |
|
|
2022
Q1 | $238K | Hold |
610
| – | – | 0.17% | 75 |
|
|
2021
Q4 | $228K | Buy |
+610
| New | +$228K | 0.16% | 84 |
|
|
2019
Q1 | – | Sell |
-1,010
| Closed | -$204K | – | 99 |
|
|
2018
Q4 | $204K | Hold |
1,010
| – | – | 0.15% | 88 |
|
|
2018
Q3 | $204K | Hold |
1,010
| – | – | 0.11% | 98 |
|
|
2018
Q2 | $229K | Sell |
1,010
-100
| -9% | -$22.7K | 0.12% | 92 |
|
|
2018
Q1 | $222K | Hold |
1,110
| – | – | 0.12% | 98 |
|
|
2017
Q4 | $232K | Sell |
1,110
-432
| -28% | -$90.3K | 0.11% | 100 |
|
|
2017
Q3 | $330K | Sell |
1,542
-200
| -11% | -$42.8K | 0.15% | 91 |
|
|
2017
Q2 | $363K | Sell |
1,742
-100
| -5% | -$20.8K | 0.17% | 82 |
|
|
2017
Q1 | $403K | Hold |
1,842
| – | – | 0.18% | 79 |
|
|
2016
Q4 | $412K | Sell |
1,842
-88
| -5% | -$19.7K | 0.2% | 79 |
|
|
2016
Q3 | $431K | Sell |
1,930
-100
| -5% | -$22.3K | 0.22% | 75 |
|
|
2016
Q2 | $519K | Hold |
2,030
| – | – | 0.26% | 70 |
|
|
2016
Q1 | $560K | Hold |
2,030
| – | – | 0.29% | 66 |
|
|
2015
Q4 | $503K | Sell |
2,030
-150
| -7% | -$37.2K | 0.25% | 71 |
|
|
2015
Q3 | $461K | Hold |
2,180
| – | – | 0.24% | 70 |
|
|
2015
Q2 | $402K | Buy |
2,180
+30
| +1% | +$5.53K | 0.18% | 83 |
|
|
2015
Q1 | $424K | Hold |
2,150
| – | – | 0.2% | 82 |
|
|
2014
Q4 | $397K | Hold |
2,150
| – | – | 0.19% | 84 |
|
|
2014
Q3 | $357K | Hold |
2,150
| – | – | 0.18% | 80 |
|
|
2014
Q2 | $368K | Sell |
2,150
-50
| -2% | -$8.56K | 0.17% | 80 |
|
|
2014
Q1 | $371K | Sell |
2,200
-150
| -6% | -$25.3K | 0.19% | 76 |
|
|
2013
Q4 | $354K | Sell |
2,350
-200
| -8% | -$30.1K | 0.19% | 75 |
|
|
2013
Q3 | $409K | Sell |
2,550
-50
| -2% | -$8.02K | 0.23% | 77 |
|
|
2013
Q2 | $399K | Buy |
+2,600
| New | +$399K | 0.23% | 82 |
|