Donaldson Capital Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $684K | Sell |
|
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $497K | Sell |
|
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|
2021
Q2 | $537K | Sell |
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|
2021
Q1 | $457K | Sell |
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|
2020
Q4 | $444K | Sell |
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|
2020
Q3 | $450K | Buy |
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|
2020
Q2 | $382K | Sell |
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|
2020
Q1 | $449K | Sell |
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|
2019
Q4 | $491K | Buy |
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|
2019
Q3 | $565K | Sell |
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|
2019
Q2 | $833K | Sell |
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|
2019
Q1 | $911K | Sell |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $2.04M | Sell |
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|
2018
Q2 | $19.4M | Buy |
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|
2018
Q1 | $16.5M | Sell |
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|
2017
Q4 | $20M | Sell |
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|
2017
Q3 | $21.6M | Buy |
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|
2017
Q2 | $18.7M | Buy |
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|
2017
Q1 | $19.3M | Buy |
|