IBM Retirement Fund’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,406
| Closed | -$939K | – | 368 |
|
|
2022
Q1 | $939K | Sell |
2,406
-105
| -4% | -$38.1K | 0.13% | 141 |
|
|
2021
Q4 | $941K | Sell |
2,511
-1,767
| -41% | -$590K | 0.12% | 151 |
|
|
2021
Q3 | $1.27M | Buy |
4,278
+12
| +0.3% | +$3.77K | 0.1% | 181 |
|
|
2021
Q2 | $1.28M | Sell |
4,266
-877
| -17% | -$246K | 0.1% | 170 |
|
|
2021
Q1 | $1.27M | Sell |
5,143
-453
| -8% | -$105K | 0.09% | 198 |
|
|
2020
Q4 | $1.29M | Buy |
5,596
+694
| +14% | +$159K | 0.09% | 193 |
|
|
2020
Q3 | $1.09M | Buy |
4,902
+1,377
| +39% | +$281K | 0.09% | 179 |
|
|
2020
Q2 | $676K | Buy |
3,525
+36
| +1% | +$6.95K | 0.09% | 196 |
|
|
2020
Q1 | $693K | Buy |
3,489
+1,329
| +62% | +$285K | 0.13% | 163 |
|
|
2019
Q4 | $460K | Sell |
2,160
-117
| -5% | -$26K | 0.08% | 210 |
|
|
2019
Q3 | $558K | Sell |
2,277
-24
| -1% | -$6.03K | 0.11% | 183 |
|
|
2019
Q2 | $548K | Buy |
2,301
+40
| +2% | +$9.17K | 0.1% | 182 |
|
|
2019
Q1 | $492K | Buy |
2,261
+14
| +0.6% | +$2.93K | 0.1% | 189 |
|
|
2018
Q4 | $455K | Sell |
2,247
-184
| -8% | -$37.6K | 0.1% | 176 |
|
|
2018
Q3 | $490K | Sell |
2,431
-418
| -15% | -$90.2K | 0.11% | 202 |
|
|
2018
Q2 | $646K | Sell |
2,849
-414
| -13% | -$86.2K | 0.14% | 176 |
|
|
2018
Q1 | $654K | Sell |
3,263
-362
| -10% | -$70.5K | 0.12% | 191 |
|
|
2017
Q4 | $833K | Hold |
3,625
| – | – | 0.14% | 180 |
|
|
2017
Q3 | $852K | Hold |
3,625
| – | – | 0.16% | 173 |
|
|
2017
Q2 | $844K | Buy |
3,625
+1,978
| +120% | +$425K | 0.16% | 169 |
|
|
2017
Q1 | $481K | Sell |
1,647
-12,215
| -88% | -$2.71M | 0.14% | 157 |
|
|
2016
Q4 | $3.25M | Sell |
13,862
-61
| -0.4% | -$13K | 0.14% | 145 |
|
|
2016
Q3 | $3.11M | Sell |
13,923
-5,448
| -28% | -$1.27M | 0.16% | 140 |
|
|
2016
Q2 | $5.1M | Buy |
19,371
+479
| +3% | +$123K | 0.18% | 116 |
|
|
2016
Q1 | $5.35M | Sell |
18,892
-16,326
| -46% | -$4.12M | 0.2% | 110 |
|
|
2015
Q4 | $8.72M | Sell |
35,218
-30
| -0.1% | -$7.02K | 0.17% | 134 |
|
|
2015
Q3 | $7.6M | Sell |
35,248
-162
| -0.5% | -$33K | 0.16% | 137 |
|
|
2015
Q2 | $6.53M | Buy |
35,410
+26
| +0.1% | +$4.99K | 0.12% | 177 |
|
|
2015
Q1 | $6.98M | Sell |
35,384
-16
| -0% | -$3.17K | 0.13% | 169 |
|
|
2014
Q4 | $6.54M | Sell |
35,400
-159
| -0.4% | -$28.8K | 0.12% | 178 |
|
|
2014
Q3 | $5.9M | Sell |
35,559
-1,120
| -3% | -$192K | 0.12% | 187 |
|
|
2014
Q2 | $6.25M | Sell |
36,679
-233
| -0.6% | -$39.9K | 0.12% | 184 |
|
|
2014
Q1 | $6.2M | Sell |
36,912
-20,370
| -36% | -$3.3M | 0.12% | 179 |
|
|
2013
Q4 | $8.62M | Sell |
57,282
-1,932
| -3% | -$309K | 0.11% | 194 |
|
|
2013
Q3 | $9.51M | Sell |
59,214
-8,737
| -13% | -$1.38M | 0.13% | 170 |
|
|
2013
Q2 | $10.4M | Buy |
+67,951
| New | +$10.7M | 0.13% | 160 |
|
Other funds holding PSA
