First Allied Advisory Services’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.15M | Sell |
9,630
-1,192
| -11% | -$266K | 0.07% | 283 |
|
|
2020
Q2 | $2.08M | Sell |
10,822
-755
| -7% | -$145K | 0.08% | 265 |
|
|
2020
Q1 | $2.3M | Sell |
11,577
-3,650
| -24% | -$725K | 0.1% | 215 |
|
|
2019
Q4 | $3.23M | Sell |
15,227
-545
| -3% | -$116K | 0.11% | 218 |
|
|
2019
Q3 | $3.8M | Sell |
15,772
-8,944
| -36% | -$2.16M | 0.14% | 180 |
|
|
2019
Q2 | $5.88M | Sell |
24,716
-3,254
| -12% | -$774K | 0.2% | 119 |
|
|
2019
Q1 | $6.15M | Sell |
27,970
-671
| -2% | -$147K | 0.21% | 117 |
|
|
2018
Q4 | $5.82M | Sell |
28,641
-1,670
| -6% | -$339K | 0.23% | 109 |
|
|
2018
Q3 | $6.14M | Sell |
30,311
-28
| -0.1% | -$5.67K | 0.21% | 121 |
|
|
2018
Q2 | $6.87M | Sell |
30,339
-847
| -3% | -$192K | 0.26% | 89 |
|
|
2018
Q1 | $6.31M | Buy |
31,186
+28,335
| +994% | +$5.73M | 0.24% | 107 |
|
|
2017
Q4 | $590K | Sell |
2,851
-1,083
| -28% | -$224K | 0.02% | 592 |
|
|
2017
Q3 | $840K | Buy |
3,934
+219
| +6% | +$46.8K | 0.04% | 462 |
|
|
2017
Q2 | $775K | Buy |
3,715
+855
| +30% | +$178K | 0.03% | 489 |
|
|
2017
Q1 | $629K | Buy |
2,860
+556
| +24% | +$122K | 0.03% | 508 |
|
|
2016
Q4 | $515K | Buy |
2,304
+395
| +21% | +$88.3K | 0.03% | 579 |
|
|
2016
Q3 | $426K | Sell |
1,909
-197
| -9% | -$44K | 0.02% | 624 |
|
|
2016
Q2 | $537K | Buy |
2,106
+281
| +15% | +$71.7K | 0.03% | 531 |
|
|
2016
Q1 | $500K | Sell |
1,825
-457
| -20% | -$125K | 0.03% | 543 |
|
|
2015
Q4 | $562K | Buy |
2,282
+43
| +2% | +$10.6K | 0.03% | 536 |
|
|
2015
Q3 | $466K | Buy |
2,239
+412
| +23% | +$85.7K | 0.03% | 575 |
|
|
2015
Q2 | $333K | Buy |
1,827
+160
| +10% | +$29.2K | 0.01% | 781 |
|
|
2015
Q1 | $331K | Buy |
1,667
+205
| +14% | +$40.7K | 0.02% | 734 |
|
|
2014
Q4 | $268K | Buy |
1,462
+190
| +15% | +$34.8K | 0.02% | 806 |
|
|
2014
Q3 | $210K | Sell |
1,272
-123
| -9% | -$20.3K | 0.02% | 900 |
|
|
2014
Q2 | $240K | Buy |
1,395
+48
| +4% | +$8.26K | 0.02% | 802 |
|
|
2014
Q1 | $228K | Buy |
+1,347
| New | +$228K | 0.02% | 839 |
|
|
2013
Q4 | – | Sell |
-1,307
| Closed | -$209K | – | 1030 |
|
|
2013
Q3 | $209K | Buy |
+1,307
| New | +$209K | 0.01% | 869 |
|