EHC
PSA.PRD
Everett Harris & Co’s Public Storage PSA.PRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,000
| Closed | -$350K | – | 249 |
|
|
2017
Q4 | $350K | Hold |
14,000
| – | – | 0.01% | 193 |
|
|
2017
Q3 | $353K | Hold |
14,000
| – | – | 0.01% | 192 |
|
|
2017
Q2 | $343K | Hold |
14,000
| – | – | 0.01% | 190 |
|
|
2017
Q1 | $319K | Sell |
14,000
-23,212
| -62% | -$529K | 0.01% | 195 |
|
|
2016
Q4 | $789K | Sell |
37,212
-86,788
| -70% | -$1.84M | 0.03% | 147 |
|
|
2016
Q3 | $3.2M | Buy |
+124,000
| New | +$3.2M | 0.11% | 79 |
|