GCA
Gideon Capital Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,281
| Closed | -$1.13M | – | 166 |
|
|
2019
Q4 | $1.13M | Sell |
5,281
-17,188
| -76% | -$3.66M | 0.39% | 103 |
|
|
2019
Q3 | $5.51M | Buy |
+22,469
| New | +$5.51M | 1.8% | 2 |
|
|
2019
Q2 | – | Sell |
-9,932
| Closed | -$2.16M | – | 400 |
|
|
2019
Q1 | $2.16M | Buy |
+9,932
| New | +$2.16M | 0.77% | 25 |
|
|
2018
Q4 | – | Sell |
-6,684
| Closed | -$1.35M | – | 480 |
|
|
2018
Q3 | $1.35M | Buy |
6,684
+3,216
| +93% | +$649K | 0.63% | 25 |
|
|
2018
Q2 | $787K | Buy |
3,468
+1,283
| +59% | +$291K | 0.39% | 65 |
|
|
2018
Q1 | $438K | Buy |
+2,185
| New | +$438K | 0.27% | 141 |
|
|
2017
Q2 | – | Sell |
-3,889
| Closed | -$851K | – | 370 |
|
|
2017
Q1 | $851K | Buy |
+3,889
| New | +$851K | 0.51% | 26 |
|
|
2016
Q3 | – | Sell |
-1,770
| Closed | -$452K | – | 262 |
|
|
2016
Q2 | $452K | Buy |
+1,770
| New | +$452K | 0.26% | 107 |
|
|
2014
Q3 | – | Sell |
-3,709
| Closed | -$636K | – | 347 |
|
|
2014
Q2 | $636K | Buy |
+3,709
| New | +$636K | 0.23% | 133 |
|
|
2014
Q1 | – | Sell |
-2,885
| Closed | -$434K | – | 276 |
|
|
2013
Q4 | $434K | Buy |
+2,885
| New | +$434K | 0.26% | 109 |
|