FormulaFolio Investments’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,187
| Closed | -$457K | – | 297 |
|
|
2017
Q4 | $457K | Sell |
2,187
-93
| -4% | -$19.4K | 0.03% | 173 |
|
|
2017
Q3 | $488K | Buy |
2,280
+49
| +2% | +$10.5K | 0.04% | 143 |
|
|
2017
Q2 | $465K | Buy |
2,231
+360
| +19% | +$75K | 0.04% | 133 |
|
|
2017
Q1 | $410K | Buy |
1,871
+54
| +3% | +$11.8K | 0.05% | 129 |
|
|
2016
Q4 | $406K | Buy |
+1,817
| New | +$406K | 0.05% | 115 |
|