KMS Financial Services’s Public Storage PSA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$806K Buy
4,864
+228
+5% +$37.8K 0.11% 183
2014
Q2
$795K Buy
4,636
+368
+9% +$63.1K 0.11% 189
2014
Q1
$719K Buy
4,268
+205
+5% +$34.5K 0.11% 200
2013
Q4
$611K Buy
4,063
+540
+15% +$81.2K 0.1% 221
2013
Q3
$566K Buy
3,523
+1,089
+45% +$175K 0.14% 175
2013
Q2
$373K Buy
+2,434
New +$373K 0.1% 232