HPC
Hobart Private Capital’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,155
| Closed | -$838K | – | 153 |
|
|
2018
Q3 | $838K | Sell |
4,155
-122
| -3% | -$24.6K | 0.64% | 49 |
|
|
2018
Q2 | $970K | Sell |
4,277
-333
| -7% | -$75.5K | 0.79% | 44 |
|
|
2018
Q1 | $924K | Buy |
4,610
+1,031
| +29% | +$207K | 0.81% | 46 |
|
|
2017
Q4 | $748K | Buy |
+3,579
| New | +$748K | 0.67% | 50 |
|