Girard Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,231
| Closed | -$244K | – | 212 |
|
|
2020
Q1 | $244K | Buy |
1,231
+182
| +17% | +$39K | 0.05% | 192 |
|
|
2019
Q4 | $223K | Sell |
1,049
-321
| -23% | -$71.2K | 0.04% | 210 |
|
|
2019
Q3 | $336K | Sell |
1,370
-80
| -6% | -$20.1K | 0.06% | 173 |
|
|
2019
Q2 | $345K | Sell |
1,450
-404
| -22% | -$92.7K | 0.06% | 182 |
|
|
2019
Q1 | $403K | Sell |
1,854
-153
| -8% | -$32K | 0.08% | 165 |
|
|
2018
Q4 | $406K | Sell |
2,007
-339
| -14% | -$69.2K | 0.09% | 160 |
|
|
2018
Q3 | $473K | Sell |
2,346
-477
| -17% | -$103K | 0.08% | 156 |
|
|
2018
Q2 | $641K | Sell |
2,823
-1,730
| -38% | -$360K | 0.12% | 150 |
|
|
2018
Q1 | $912K | Sell |
4,553
-1,263
| -22% | -$246K | 0.21% | 109 |
|
|
2017
Q4 | $1.22M | Sell |
5,816
-790
| -12% | -$167K | 0.23% | 103 |
|
|
2017
Q3 | $1.41M | Buy |
6,606
+518
| +9% | +$107K | 0.29% | 87 |
|
|
2017
Q2 | $1.27M | Buy |
6,088
+1,893
| +45% | +$407K | 0.27% | 93 |
|
|
2017
Q1 | $918K | Buy |
4,195
+552
| +15% | +$122K | 0.22% | 108 |
|
|
2016
Q4 | $814K | Sell |
3,643
-300
| -8% | -$63.8K | 0.24% | 111 |
|
|
2016
Q3 | $880K | Sell |
3,943
-833
| -17% | -$195K | 0.29% | 94 |
|
|
2016
Q2 | $1.22M | Sell |
4,776
-849
| -15% | -$218K | 0.46% | 66 |
|
|
2016
Q1 | $1.55M | Sell |
5,625
-334
| -6% | -$84.3K | 0.68% | 52 |
|
|
2015
Q4 | $1.48M | Sell |
5,959
-580
| -9% | -$136K | 0.71% | 48 |
|
|
2015
Q3 | $1.38M | Buy |
6,539
+259
| +4% | +$52.8K | 0.78% | 43 |
|
|
2015
Q2 | $1.16M | Sell |
6,280
-16
| -0.3% | -$3.07K | 0.65% | 52 |
|
|
2015
Q1 | $1.24M | Sell |
6,296
-184
| -3% | -$36.4K | 0.74% | 45 |
|
|
2014
Q4 | $1.2M | Buy |
6,480
+385
| +6% | +$69.7K | 0.75% | 44 |
|
|
2014
Q3 | $1.01M | Buy |
6,095
+505
| +9% | +$86.8K | 0.68% | 46 |
|
|
2014
Q2 | $958K | Buy |
5,590
+606
| +12% | +$104K | 0.66% | 50 |
|
|
2014
Q1 | $840K | Buy |
4,984
+721
| +17% | +$117K | 0.6% | 56 |
|
|
2013
Q4 | $642K | Buy |
+4,263
| New | +$681K | 0.51% | 61 |
|
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