Gemmer Asset Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-314
| Closed | -$122K | – | 877 |
|
|
2022
Q1 | $122K | Hold |
314
| – | – | 0.02% | 153 |
|
|
2021
Q4 | $118K | Hold |
314
| – | – | 0.01% | 162 |
|
|
2021
Q3 | $93K | Hold |
314
| – | – | 0.01% | 168 |
|
|
2021
Q2 | $94K | Buy |
314
+2
| +0.6% | +$599 | 0.01% | 179 |
|
|
2021
Q1 | $77K | Hold |
312
| – | – | 0.01% | 191 |
|
|
2020
Q4 | $72K | Hold |
312
| – | – | 0.01% | 186 |
|
|
2020
Q3 | $69K | Buy |
312
+33
| +12% | +$7.3K | 0.01% | 166 |
|
|
2020
Q2 | $54K | Buy |
279
+2
| +0.7% | +$387 | 0.01% | 193 |
|
|
2020
Q1 | $55K | Buy |
277
+14
| +5% | +$2.78K | 0.01% | 171 |
|
|
2019
Q4 | $56K | Hold |
263
| – | – | 0.01% | 177 |
|
|
2019
Q3 | $65K | Buy |
263
+6
| +2% | +$1.48K | 0.02% | 172 |
|
|
2019
Q2 | $61K | Hold |
257
| – | – | 0.02% | 168 |
|
|
2019
Q1 | $56K | Hold |
257
| – | – | 0.02% | 182 |
|
|
2018
Q4 | $52K | Buy |
257
+12
| +5% | +$2.43K | 0.02% | 173 |
|
|
2018
Q3 | $49K | Hold |
245
| – | – | 0.02% | 184 |
|
|
2018
Q2 | $56K | Sell |
245
-70
| -22% | -$16K | 0.02% | 167 |
|
|
2018
Q1 | $63K | Buy |
315
+57
| +22% | +$11.4K | 0.02% | 159 |
|
|
2017
Q4 | $54K | Hold |
258
| – | – | 0.02% | 179 |
|
|
2017
Q3 | $55K | Sell |
258
-62
| -19% | -$13.2K | 0.02% | 165 |
|
|
2017
Q2 | $67K | Sell |
320
-1
| -0.3% | -$209 | 0.03% | 151 |
|
|
2017
Q1 | $70K | Buy |
321
+4
| +1% | +$872 | 0.03% | 137 |
|
|
2016
Q4 | $71K | Buy |
317
+38
| +14% | +$8.51K | 0.04% | 132 |
|
|
2016
Q3 | $62K | Sell |
279
-44
| -14% | -$9.78K | 0.03% | 142 |
|
|
2016
Q2 | $83K | Buy |
323
+10
| +3% | +$2.57K | 0.04% | 110 |
|
|
2016
Q1 | $86K | Buy |
313
+34
| +12% | +$9.34K | 0.05% | 114 |
|
|
2015
Q4 | $69K | Hold |
279
| – | – | 0.04% | 124 |
|
|
2015
Q3 | $59K | Hold |
279
| – | – | 0.04% | 145 |
|
|
2015
Q2 | $51K | Sell |
279
-151
| -35% | -$27.6K | 0.03% | 176 |
|
|
2015
Q1 | $85K | Hold |
430
| – | – | 0.05% | 122 |
|
|
2014
Q4 | $79K | Hold |
430
| – | – | 0.05% | 122 |
|
|
2014
Q3 | $71K | Buy |
+430
| New | +$71K | 0.05% | 134 |
|