FineMark National Bank & Trust’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-996
| Closed | -$200K | – | 412 |
|
|
2018
Q1 | $200K | Buy |
+996
| New | +$200K | 0.01% | 377 |
|
|
2017
Q4 | – | Sell |
-1,992
| Closed | -$426K | – | 381 |
|
|
2017
Q3 | $426K | Buy |
1,992
+111
| +6% | +$23.7K | 0.03% | 256 |
|
|
2017
Q2 | $392K | Buy |
1,881
+406
| +28% | +$84.6K | 0.03% | 254 |
|
|
2017
Q1 | $323K | Buy |
1,475
+525
| +55% | +$115K | 0.02% | 276 |
|
|
2016
Q4 | $212K | Sell |
950
-50
| -5% | -$11.2K | 0.02% | 329 |
|
|
2016
Q3 | $223K | Sell |
1,000
-249
| -20% | -$55.5K | 0.02% | 310 |
|
|
2016
Q2 | $319K | Buy |
1,249
+2
| +0.2% | +$511 | 0.04% | 260 |
|
|
2016
Q1 | $344K | Hold |
1,247
| – | – | 0.04% | 243 |
|
|
2015
Q4 | $309K | Buy |
1,247
+3
| +0.2% | +$743 | 0.04% | 254 |
|
|
2015
Q3 | $263K | Buy |
1,244
+3
| +0.2% | +$634 | 0.04% | 287 |
|
|
2015
Q2 | $229K | Buy |
1,241
+1
| +0.1% | +$185 | 0.03% | 317 |
|
|
2015
Q1 | $244K | Sell |
1,240
-100
| -7% | -$19.7K | 0.03% | 314 |
|
|
2014
Q4 | $248K | Buy |
1,340
+4
| +0.3% | +$740 | 0.04% | 315 |
|
|
2014
Q3 | $222K | Buy |
1,336
+2
| +0.1% | +$332 | 0.04% | 320 |
|
|
2014
Q2 | $229K | Buy |
1,334
+2
| +0.2% | +$343 | 0.04% | 312 |
|
|
2014
Q1 | $224K | Buy |
1,332
+100
| +8% | +$16.8K | 0.04% | 295 |
|
|
2013
Q4 | $185K | Buy |
1,232
+102
| +9% | +$15.3K | 0.04% | 319 |
|
|
2013
Q3 | $181K | Buy |
1,130
+130
| +13% | +$20.8K | 0.04% | 321 |
|
|
2013
Q2 | $153K | Buy |
+1,000
| New | +$153K | 0.05% | 316 |
|