LCP
Legacy Capital Partners’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $217K | Hold |
555
| – | – | 0.07% | 132 |
|
|
2021
Q4 | $208K | Sell |
555
-300
| -35% | -$112K | 0.07% | 140 |
|
|
2021
Q3 | $254K | Sell |
855
-85
| -9% | -$25.3K | 0.09% | 128 |
|
|
2021
Q2 | $283K | Sell |
940
-25
| -3% | -$7.53K | 0.1% | 125 |
|
|
2021
Q1 | $238K | Sell |
965
-1,445
| -60% | -$356K | 0.09% | 127 |
|
|
2020
Q4 | $557K | Buy |
2,410
+250
| +12% | +$57.8K | 0.22% | 91 |
|
|
2020
Q3 | $481K | Sell |
2,160
-10
| -0.5% | -$2.23K | 0.19% | 96 |
|
|
2020
Q2 | $416K | Sell |
2,170
-740
| -25% | -$142K | 0.18% | 99 |
|
|
2020
Q1 | $578K | Buy |
2,910
+205
| +8% | +$40.7K | 0.29% | 73 |
|
|
2019
Q4 | $576K | Buy |
2,705
+390
| +17% | +$83K | 0.23% | 84 |
|
|
2019
Q3 | $568K | Hold |
2,315
| – | – | 0.25% | 82 |
|
|
2019
Q2 | $551K | Buy |
2,315
+150
| +7% | +$35.7K | 0.24% | 84 |
|
|
2019
Q1 | $471K | Buy |
2,165
+50
| +2% | +$10.9K | 0.22% | 88 |
|
|
2018
Q4 | $428K | Buy |
2,115
+290
| +16% | +$58.7K | 0.23% | 89 |
|
|
2018
Q3 | $368K | Sell |
1,825
-100
| -5% | -$20.2K | 0.17% | 101 |
|
|
2018
Q2 | $437K | Buy |
+1,925
| New | +$437K | 0.21% | 90 |
|