LWM
PSA.PRX
Lenox Wealth Management’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $16K | Hold |
658
| – | – | ﹤0.01% | 375 |
|
|
2020
Q1 | $15K | Hold |
658
| – | – | 0.01% | 349 |
|
|
2019
Q4 | $17K | Hold |
658
| – | – | ﹤0.01% | 377 |
|
|
2019
Q3 | $16K | Hold |
658
| – | – | ﹤0.01% | 390 |
|
|
2019
Q2 | $16K | Hold |
658
| – | – | ﹤0.01% | 377 |
|
|
2019
Q1 | $16K | Hold |
658
| – | – | 0.01% | 389 |
|
|
2018
Q4 | $15K | Sell |
658
-2,376
| -78% | -$54.2K | 0.01% | 340 |
|
|
2018
Q3 | $11K | Buy |
3,034
+2,376
| +361% | +$8.61K | ﹤0.01% | 407 |
|
|
2018
Q2 | $17K | Buy |
+658
| New | +$17K | 0.01% | 316 |
|