Lenox Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-49
| Closed | -$12K | – | 738 |
|
|
2019
Q3 | $12K | Hold |
49
| – | – | ﹤0.01% | 426 |
|
|
2019
Q2 | $11K | Hold |
49
| – | – | ﹤0.01% | 423 |
|
|
2019
Q1 | $11K | Sell |
49
-304
| -86% | -$68.2K | ﹤0.01% | 434 |
|
|
2018
Q4 | $11K | Buy |
+353
| New | +$11K | ﹤0.01% | 376 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$5K | – | 266 |
|
|
2015
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 127 |
|
|
2015
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 132 |
|
|
2015
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 135 |
|
|
2014
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 140 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$5K | – | 163 |
|
|
2014
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 143 |
|
|
2014
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 161 |
|
|
2013
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 160 |
|