KCM Investment Advisors’s PUBLIC STORAGE DEP SHS (USA) PSA.PRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-38,544
| Closed | -$966K | – | 566 |
|
|
2015
Q1 | $966K | Sell |
38,544
-323
| -0.8% | -$8.1K | 0.08% | 252 |
|
|
2014
Q4 | $1.01M | Sell |
38,867
-8,886
| -19% | -$231K | 0.08% | 244 |
|
|
2014
Q3 | $1.24M | Sell |
47,753
-467
| -1% | -$12.1K | 0.11% | 211 |
|
|
2014
Q2 | $1.27M | Buy |
48,220
+934
| +2% | +$24.6K | 0.12% | 208 |
|
|
2014
Q1 | $1.25M | Sell |
47,286
-27
| -0.1% | -$713 | 0.13% | 195 |
|
|
2013
Q4 | $1.19M | Sell |
47,313
-1,370
| -3% | -$34.3K | 0.13% | 189 |
|
|
2013
Q3 | $1.24M | Buy |
48,683
+16,560
| +52% | +$421K | 0.15% | 176 |
|
|
2013
Q2 | $841K | Buy |
+32,123
| New | +$841K | 0.1% | 218 |
|