Everett Harris & Co’s Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,000
| Closed | -$202K | – | 251 |
|
|
2019
Q4 | $202K | Hold |
8,000
| – | – | ﹤0.01% | 240 |
|
|
2019
Q3 | $201K | Buy |
+8,000
| New | +$201K | 0.01% | 234 |
|
|
2018
Q3 | – | Sell |
-8,800
| Closed | -$219K | – | 259 |
|
|
2018
Q2 | $219K | Hold |
8,800
| – | – | 0.01% | 228 |
|
|
2018
Q1 | $213K | Hold |
8,800
| – | – | 0.01% | 226 |
|
|
2017
Q4 | $220K | Hold |
8,800
| – | – | 0.01% | 229 |
|
|
2017
Q3 | $223K | Hold |
8,800
| – | – | 0.01% | 224 |
|
|
2017
Q2 | $221K | Hold |
8,800
| – | – | 0.01% | 218 |
|
|
2017
Q1 | $219K | Hold |
8,800
| – | – | 0.01% | 219 |
|
|
2016
Q4 | $205K | Hold |
8,800
| – | – | 0.01% | 220 |
|
|
2016
Q3 | $226K | Hold |
8,800
| – | – | 0.01% | 211 |
|
|
2016
Q2 | $230K | Hold |
8,800
| – | – | 0.01% | 215 |
|
|
2016
Q1 | $225K | Hold |
8,800
| – | – | 0.01% | 220 |
|
|
2015
Q4 | $220K | Hold |
8,800
| – | – | 0.01% | 215 |
|
|
2015
Q3 | $209K | Hold |
8,800
| – | – | 0.01% | 219 |
|
|
2015
Q2 | $205K | Hold |
8,800
| – | – | 0.01% | 226 |
|
|
2015
Q1 | $213K | Buy |
+8,800
| New | +$213K | 0.01% | 225 |
|
|
2013
Q3 | – | Sell |
-12,000
| Closed | -$279K | – | 208 |
|
|
2013
Q2 | $279K | Buy |
+12,000
| New | +$279K | 0.01% | 181 |
|