Homrich & Berg’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-922
| Closed | -$220K | – | 353 |
|
|
2019
Q2 | $220K | Buy |
+922
| New | +$220K | 0.01% | 324 |
|
|
2017
Q2 | – | Sell |
-1,995
| Closed | -$437K | – | 304 |
|
|
2017
Q1 | $437K | Buy |
1,995
+3
| +0.2% | +$657 | 0.04% | 185 |
|
|
2016
Q4 | $445K | Sell |
1,992
-1
| -0.1% | -$223 | 0.04% | 167 |
|
|
2016
Q3 | $445K | Buy |
1,993
+9
| +0.5% | +$2.01K | 0.04% | 160 |
|
|
2016
Q2 | $507K | Buy |
1,984
+1,002
| +102% | +$256K | 0.05% | 138 |
|
|
2016
Q1 | $271K | Hold |
982
| – | – | 0.03% | 210 |
|
|
2015
Q4 | $243K | Buy |
982
+4
| +0.4% | +$990 | 0.02% | 224 |
|
|
2015
Q3 | $207K | Buy |
+978
| New | +$207K | 0.02% | 246 |
|