La Francaise Forum Securities’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-351
| Closed | -$87K | – | 41 |
|
|
2015
Q4 | $87K | Sell |
351
-109
| -24% | -$27K | 0.12% | 43 |
|
|
2015
Q3 | $97K | Sell |
460
-262
| -36% | -$55.2K | 0.11% | 41 |
|
|
2015
Q2 | $133K | Sell |
722
-14,822
| -95% | -$2.73M | 0.11% | 40 |
|
|
2015
Q1 | $3.07M | Buy |
15,544
+158
| +1% | +$31.2K | 2.01% | 21 |
|
|
2014
Q4 | $2.84M | Sell |
15,386
-8,220
| -35% | -$1.52M | 2.08% | 18 |
|
|
2014
Q3 | $3.92M | Sell |
23,606
-6,430
| -21% | -$1.07M | 3.13% | 10 |
|
|
2014
Q2 | $5.15M | Buy |
30,036
+500
| +2% | +$85.7K | 2.44% | 14 |
|
|
2014
Q1 | $4.98M | Sell |
29,536
-618
| -2% | -$104K | 2.51% | 16 |
|
|
2013
Q4 | $4.54M | Buy |
30,154
+1,500
| +5% | +$226K | 2.59% | 14 |
|
|
2013
Q3 | $4.6M | Sell |
28,654
-17,291
| -38% | -$2.78M | 2.25% | 14 |
|
|
2013
Q2 | $7.05M | Buy |
+45,945
| New | +$7.05M | 4.18% | 6 |
|