KCM Investment Advisors’s Public Storage PSA.PRS.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-10,050
| Closed | -$258K | – | 569 |
|
|
2015
Q1 | $258K | Sell |
10,050
-2,500
| -20% | -$64.2K | 0.02% | 458 |
|
|
2014
Q4 | $317K | Sell |
12,550
-2,700
| -18% | -$68.2K | 0.03% | 410 |
|
|
2014
Q3 | $379K | Sell |
15,250
-3,700
| -20% | -$92K | 0.03% | 370 |
|
|
2014
Q2 | $462K | Sell |
18,950
-10,725
| -36% | -$261K | 0.04% | 331 |
|
|
2014
Q1 | $702K | Sell |
29,675
-13,700
| -32% | -$324K | 0.07% | 258 |
|
|
2013
Q4 | $937K | Sell |
43,375
-37,175
| -46% | -$803K | 0.1% | 216 |
|
|
2013
Q3 | $1.84M | Sell |
80,550
-5,217
| -6% | -$119K | 0.22% | 134 |
|
|
2013
Q2 | $2.14M | Buy |
+85,767
| New | +$2.14M | 0.26% | 114 |
|