Independent Portfolio Consultants’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-33
| Closed | -$7K | – | 886 |
|
|
2016
Q4 | $7K | Buy |
+33
| New | +$7K | ﹤0.01% | 722 |
|
|
2015
Q2 | – | Sell |
-6
| Closed | -$1K | – | 1063 |
|
|
2015
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 957 |
|
|
2014
Q4 | – | Sell |
-2,678
| Closed | -$444K | – | 950 |
|
|
2014
Q3 | $444K | Buy |
2,678
+405
| +18% | +$67.1K | 0.12% | 254 |
|
|
2014
Q2 | $389K | Buy |
2,273
+413
| +22% | +$70.7K | 0.11% | 323 |
|
|
2014
Q1 | $313K | Sell |
1,860
-330
| -15% | -$55.5K | 0.1% | 353 |
|
|
2013
Q4 | $330K | Hold |
2,190
| – | – | 0.12% | 350 |
|
|
2013
Q3 | $352K | Buy |
2,190
+225
| +11% | +$36.2K | 0.14% | 317 |
|
|
2013
Q2 | $301K | Buy |
+1,965
| New | +$301K | 0.14% | 325 |
|