Enterprise Financial Services Corp (EFSC)’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-56
| Closed | -$17K | – | 1000 |
|
|
2021
Q2 | $17K | Hold |
56
| – | – | ﹤0.01% | 625 |
|
|
2021
Q1 | $14K | Buy |
56
+16
| +40% | +$3.73K | ﹤0.01% | 682 |
|
|
2020
Q4 | $9K | Buy |
40
+7
| +21% | +$1.6K | ﹤0.01% | 751 |
|
|
2020
Q3 | $7K | Buy |
33
+2
| +6% | +$409 | ﹤0.01% | 771 |
|
|
2020
Q2 | $6K | Sell |
31
-177
| -85% | -$34.1K | ﹤0.01% | 813 |
|
|
2020
Q1 | $41K | Buy |
208
+129
| +163% | +$27.6K | 0.01% | 386 |
|
|
2019
Q4 | $17K | Buy |
79
+36
| +84% | +$7.99K | ﹤0.01% | 613 |
|
|
2019
Q3 | $11K | Hold |
43
| – | – | ﹤0.01% | 693 |
|
|
2019
Q2 | $10K | Buy |
43
+4
| +10% | +$917 | ﹤0.01% | 742 |
|
|
2019
Q1 | $8K | Hold |
39
| – | – | ﹤0.01% | 802 |
|
|
2018
Q4 | $8K | Sell |
39
-31
| -44% | -$6.33K | 0.01% | 574 |
|
|
2018
Q3 | $14K | Buy |
70
+31
| +79% | +$6.69K | 0.01% | 512 |
|
|
2018
Q2 | $9K | Sell |
39
-113
| -74% | -$23.5K | ﹤0.01% | 614 |
|
|
2018
Q1 | $30K | Buy |
152
+8
| +6% | +$1.56K | 0.02% | 381 |
|
|
2017
Q4 | $30K | Hold |
144
| – | – | 0.01% | 374 |
|
|
2017
Q3 | $31K | Hold |
144
| – | – | 0.02% | 365 |
|
|
2017
Q2 | $30K | Sell |
144
-44
| -23% | -$9.46K | 0.02% | 370 |
|
|
2017
Q1 | $41K | Buy |
188
+8
| +4% | +$1.77K | 0.02% | 309 |
|
|
2016
Q4 | $40K | Hold |
180
| – | – | 0.02% | 311 |
|
|
2016
Q3 | $40K | Hold |
180
| – | – | 0.02% | 292 |
|
|
2016
Q2 | $46K | Sell |
180
-66
| -27% | -$16.9K | 0.03% | 265 |
|
|
2016
Q1 | $68K | Buy |
246
+66
| +37% | +$16.6K | 0.04% | 208 |
|
|
2015
Q4 | $45K | Hold |
180
| – | – | 0.03% | 267 |
|
|
2015
Q3 | $38K | Hold |
180
| – | – | 0.02% | 282 |
|
|
2015
Q2 | $33K | Buy |
180
+113
| +169% | +$21.7K | 0.02% | 312 |
|
|
2015
Q1 | $13K | Hold |
67
| – | – | 0.01% | 538 |
|
|
2014
Q4 | $12K | Sell |
67
-64
| -49% | -$11.6K | 0.01% | 562 |
|
|
2014
Q3 | $22K | Buy |
131
+64
| +96% | +$11K | 0.01% | 411 |
|
|
2014
Q2 | $11K | Hold |
67
| – | – | 0.01% | 603 |
|
|
2014
Q1 | $11K | Buy |
67
+26
| +63% | +$4.21K | 0.01% | 592 |
|
|
2013
Q4 | $6K | Hold |
41
| – | – | ﹤0.01% | 725 |
|
|
2013
Q3 | $7K | Hold |
41
| – | – | ﹤0.01% | 668 |
|
|
2013
Q2 | $6K | Buy |
+41
| New | +$6.46K | ﹤0.01% | 590 |
|
Other funds holding PSA
