Epstein & White Financial’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,047
Closed -$206K 96
2018
Q3
$206K Sell
1,047
-577
-36% -$114K 0.14% 88
2018
Q2
$356K Sell
1,624
-127
-7% -$27.8K 0.26% 65
2018
Q1
$345K Buy
1,751
+306
+21% +$60.3K 0.22% 71
2017
Q4
$282K Buy
+1,445
New +$282K 0.16% 83