KCM Investment Advisors’s PUBLIC STORAGE DEPOSITARY SHS REPSTG 1/1000TH PFD SHS PSA.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-33,308
| Closed | -$834K | – | 542 |
|
|
2016
Q1 | $834K | Sell |
33,308
-5,400
| -14% | -$135K | 0.06% | 266 |
|
|
2015
Q4 | $984K | Sell |
38,708
-8,462
| -18% | -$215K | 0.08% | 235 |
|
|
2015
Q3 | $1.2M | Sell |
47,170
-5,000
| -10% | -$127K | 0.1% | 220 |
|
|
2015
Q2 | $1.33M | Sell |
52,170
-13,834
| -21% | -$352K | 0.11% | 220 |
|
|
2015
Q1 | $1.74M | Hold |
66,004
| – | – | 0.14% | 185 |
|
|
2014
Q4 | $1.74M | Sell |
66,004
-1,600
| -2% | -$42.2K | 0.15% | 178 |
|
|
2014
Q3 | $1.77M | Sell |
67,604
-2,500
| -4% | -$65.6K | 0.16% | 166 |
|
|
2014
Q2 | $1.83M | Sell |
70,104
-1,050
| -1% | -$27.3K | 0.17% | 160 |
|
|
2014
Q1 | $1.83M | Sell |
71,154
-800
| -1% | -$20.5K | 0.19% | 148 |
|
|
2013
Q4 | $1.68M | Sell |
71,954
-1,400
| -2% | -$32.7K | 0.18% | 150 |
|
|
2013
Q3 | $1.85M | Sell |
73,354
-1,011
| -1% | -$25.5K | 0.22% | 131 |
|
|
2013
Q2 | $1.91M | Buy |
+74,365
| New | +$1.91M | 0.23% | 127 |
|