Integrated Wealth Management’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 |
-1,175
| Closed | -$263K | – | 273 |
|
|
2016
Q4 | $263K | Buy |
1,175
+51
| +5% | +$11.4K | 0.1% | 189 |
|
|
2016
Q3 | $251K | Buy |
1,124
+127
| +13% | +$28.4K | 0.09% | 187 |
|
|
2016
Q2 | $255K | Sell |
997
-160
| -14% | -$40.9K | 0.1% | 180 |
|
|
2016
Q1 | $319K | Buy |
1,157
+380
| +49% | +$105K | 0.13% | 132 |
|
|
2015
Q4 | $192K | Hold |
777
| – | – | 0.08% | 190 |
|
|
2015
Q3 | $164K | Hold |
777
| – | – | 0.07% | 209 |
|
|
2015
Q2 | $143K | Sell |
777
-179
| -19% | -$32.9K | 0.06% | 234 |
|
|
2015
Q1 | $188K | Buy |
+956
| New | +$188K | 0.08% | 191 |
|