Intersect Capital’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,036
| Closed | -$404K | – | 421 |
|
|
2022
Q1 | $404K | Buy |
1,036
+12
| +1% | +$4.68K | 0.08% | 235 |
|
|
2021
Q4 | $384K | Sell |
1,024
-1,308
| -56% | -$491K | 0.07% | 257 |
|
|
2021
Q3 | $693K | Buy |
2,332
+103
| +5% | +$30.6K | 0.12% | 143 |
|
|
2021
Q2 | $670K | Buy |
2,229
+27
| +1% | +$8.12K | 0.12% | 143 |
|
|
2021
Q1 | $543K | Buy |
2,202
+159
| +8% | +$39.2K | 0.11% | 148 |
|
|
2020
Q4 | $472K | Buy |
2,043
+79
| +4% | +$18.3K | 0.1% | 146 |
|
|
2020
Q3 | $437K | Buy |
1,964
+50
| +3% | +$11.1K | 0.12% | 127 |
|
|
2020
Q2 | $367K | Sell |
1,914
-46
| -2% | -$8.82K | 0.12% | 124 |
|
|
2020
Q1 | $389K | Buy |
1,960
+30
| +2% | +$5.95K | 0.15% | 107 |
|
|
2019
Q4 | $411K | Buy |
1,930
+1
| +0.1% | +$213 | 0.14% | 113 |
|
|
2019
Q3 | $473K | Buy |
1,929
+30
| +2% | +$7.36K | 0.18% | 95 |
|
|
2019
Q2 | $452K | Buy |
+1,899
| New | +$452K | 0.17% | 96 |
|
|
2019
Q1 | – | Hold |
0
| – | -$413K | – | 94 |
|
|
2018
Q4 | – | Hold |
0
| – | -$411K | – | 78 |
|
|
2018
Q3 | – | Hold |
0
| – | -$461K | – | 84 |
|
|
2018
Q2 | – | Hold |
0
| – | -$390K | – | 77 |
|
|
2018
Q1 | – | Hold |
0
| – | -$417K | – | 80 |
|
|
2017
Q4 | – | Hold |
0
| – | -$468K | – | 82 |
|
|
2017
Q3 | – | Hold |
0
| – | -$424K | – | 71 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 75 |
|
|
2015
Q1 | – | Sell |
-1,754
| Closed | -$324K | – | 469 |
|
|
2014
Q4 | $324K | Buy |
+1,754
| New | +$324K | 0.27% | 62 |
|