Genovese Burford & Brothers Wealth & Retirement Plan Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$23K | – | 298 |
|
|
2018
Q2 | $23K | Hold |
100
| – | – | 0.01% | 237 |
|
|
2018
Q1 | $20K | Hold |
100
| – | – | 0.01% | 257 |
|
|
2017
Q4 | $20K | Hold |
100
| – | – | 0.05% | 148 |
|
|
2017
Q3 | $21K | Hold |
100
| – | – | 0.01% | 225 |
|
|
2017
Q2 | $20K | Hold |
100
| – | – | 0.01% | 222 |
|
|
2017
Q1 | $22K | Hold |
100
| – | – | 0.01% | 225 |
|
|
2016
Q4 | $23K | Hold |
100
| – | – | 0.01% | 232 |
|
|
2016
Q3 | $22K | Hold |
100
| – | – | 0.01% | 226 |
|
|
2016
Q2 | $25K | Hold |
100
| – | – | 0.01% | 197 |
|
|
2016
Q1 | $27K | Hold |
100
| – | – | 0.01% | 183 |
|
|
2015
Q4 | $25K | Buy |
+100
| New | +$25K | 0.01% | 182 |
|