Forward Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,148
| Closed | -$232K | – | 113 |
|
|
2018
Q3 | $232K | Sell |
1,148
-5,509
| -83% | -$1.19M | 0.04% | 122 |
|
|
2018
Q2 | $1.51M | Buy |
6,657
+5,501
| +476% | +$1.15M | 0.25% | 49 |
|
|
2018
Q1 | $232K | Buy |
1,156
+13
| +1% | +$2.53K | 0.03% | 164 |
|
|
2017
Q4 | $239K | Sell |
1,143
-75
| -6% | -$15.9K | 0.03% | 167 |
|
|
2017
Q3 | $261K | Sell |
1,218
-20
| -2% | -$4.13K | 0.03% | 163 |
|
|
2017
Q2 | $258K | Buy |
1,238
+9
| +0.7% | +$1.94K | 0.02% | 165 |
|
|
2017
Q1 | $269K | Sell |
1,229
-67
| -5% | -$14.8K | 0.02% | 158 |
|
|
2016
Q4 | $290K | Sell |
1,296
-1,043
| -45% | -$222K | 0.02% | 182 |
|
|
2016
Q3 | $522K | Sell |
2,339
-495
| -17% | -$116K | 0.04% | 161 |
|
|
2016
Q2 | $724K | Sell |
2,834
-8,347
| -75% | -$2.14M | 0.06% | 136 |
|
|
2016
Q1 | $3.08M | Sell |
11,181
-3,697
| -25% | -$933K | 0.25% | 58 |
|
|
2015
Q4 | $3.69M | Buy |
14,878
+1,473
| +11% | +$345K | 0.31% | 60 |
|
|
2015
Q3 | $2.84M | Sell |
13,405
-9,445
| -41% | -$1.92M | 0.23% | 69 |
|
|
2015
Q2 | $4.21M | Sell |
22,850
-3,447
| -13% | -$661K | 0.26% | 62 |
|
|
2015
Q1 | $5.18M | Sell |
26,297
-4,397
| -14% | -$871K | 0.31% | 57 |
|
|
2014
Q4 | $5.67M | Buy |
30,694
+1,268
| +4% | +$230K | 0.31% | 50 |
|
|
2014
Q3 | $4.88M | Sell |
29,426
-2,897
| -9% | -$498K | 0.29% | 58 |
|
|
2014
Q2 | $5.54M | Sell |
32,323
-14,945
| -32% | -$2.56M | 0.32% | 48 |
|
|
2014
Q1 | $7.96M | Buy |
47,268
+6,472
| +16% | +$1.05M | 0.46% | 41 |
|
|
2013
Q4 | $6.14M | Buy |
40,796
+16,596
| +69% | +$2.65M | 0.37% | 54 |
|
|
2013
Q3 | $3.88M | Sell |
24,200
-78
| -0.3% | -$12.4K | 0.25% | 60 |
|
|
2013
Q2 | $3.72M | Buy |
+24,278
| New | +$3.83M | 0.31% | 70 |
|
Other funds holding PSA
AAMU
