KCM Investment Advisors’s PUBLIC STORAGE DEPOSITARY SHS RPSTG % CUMV PFD SHS SER P PSA.PRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-11,600
| Closed | -$290K | – | 545 |
|
|
2015
Q3 | $290K | Buy |
11,600
+300
| +3% | +$7.5K | 0.02% | 421 |
|
|
2015
Q2 | $287K | Sell |
11,300
-3,850
| -25% | -$97.8K | 0.02% | 443 |
|
|
2015
Q1 | $391K | Hold |
15,150
| – | – | 0.03% | 380 |
|
|
2014
Q4 | $389K | Hold |
15,150
| – | – | 0.03% | 374 |
|
|
2014
Q3 | $394K | Sell |
15,150
-300
| -2% | -$7.8K | 0.04% | 365 |
|
|
2014
Q2 | $400K | Sell |
15,450
-500
| -3% | -$12.9K | 0.04% | 356 |
|
|
2014
Q1 | $410K | Hold |
15,950
| – | – | 0.04% | 319 |
|
|
2013
Q4 | $379K | Sell |
15,950
-2,653
| -14% | -$63K | 0.04% | 328 |
|
|
2013
Q3 | $469K | Sell |
18,603
-1,150
| -6% | -$29K | 0.06% | 290 |
|
|
2013
Q2 | $505K | Buy |
+19,753
| New | +$505K | 0.06% | 277 |
|