IWC
Integrated Wealth Counsel’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-143
| Closed | -$30K | – | 85 |
|
|
2015
Q3 | $30K | Hold |
143
| – | – | 0.05% | 59 |
|
|
2015
Q2 | $26K | Hold |
143
| – | – | 0.04% | 61 |
|
|
2015
Q1 | $28K | Buy |
+143
| New | +$28K | 0.04% | 70 |
|
|
2014
Q3 | – | Sell |
-285
| Closed | -$49K | – | 85 |
|
|
2014
Q2 | $49K | Sell |
285
-13,700
| -98% | -$2.36M | 0.04% | 72 |
|
|
2014
Q1 | $2.36M | Sell |
13,985
-1,375
| -9% | -$232K | 1.86% | 14 |
|
|
2013
Q4 | $2.31M | Sell |
15,360
-1,892
| -11% | -$285K | 1.7% | 16 |
|
|
2013
Q3 | $2.77M | Sell |
17,252
-1,863
| -10% | -$299K | 2.02% | 15 |
|
|
2013
Q2 | $2.93M | Buy |
+19,115
| New | +$2.93M | 2.11% | 15 |
|