Icon Advisers’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-4,000
| Closed | -$739K | – | 355 |
|
2014
Q4 | $739K | Buy |
4,000
+1,300
| +48% | +$240K | 0.04% | 252 |
|
2014
Q3 | $448K | Hold |
2,700
| – | – | 0.03% | 288 |
|
2014
Q2 | $463K | Buy |
2,700
+1,300
| +93% | +$223K | 0.03% | 279 |
|
2014
Q1 | $236K | Buy |
+1,400
| New | +$236K | 0.02% | 293 |
|