Geneva Advisors’s PUBLIC STORAGE DEPOSITARY REPSTG PFD SER X (MD) PSA.PRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,000
| Closed | -$258K | – | 720 |
|
|
2015
Q2 | $258K | Sell |
11,000
-1,000
| -8% | -$23.5K | ﹤0.01% | 551 |
|
|
2015
Q1 | $291K | Hold |
12,000
| – | – | 0.01% | 519 |
|
|
2014
Q4 | $277K | Hold |
12,000
| – | – | 0.01% | 529 |
|
|
2014
Q3 | $271K | Sell |
12,000
-1,000
| -8% | -$22.6K | 0.01% | 536 |
|
|
2014
Q2 | $289K | Buy |
13,000
+2,000
| +18% | +$44.5K | 0.01% | 526 |
|
|
2014
Q1 | $232K | Buy |
+11,000
| New | +$232K | ﹤0.01% | 534 |
|