LifePlan Financial Group’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,079
| Closed | -$214K | – | 585 |
|
2020
Q1 | $214K | Hold |
1,079
| – | – | 0.12% | 110 |
|
2019
Q4 | $230K | Hold |
1,079
| – | – | 0.1% | 124 |
|
2019
Q3 | $265K | Hold |
1,079
| – | – | 0.12% | 114 |
|
2019
Q2 | $257K | Hold |
1,079
| – | – | 0.12% | 114 |
|
2019
Q1 | $235K | Hold |
1,079
| – | – | 0.13% | 115 |
|
2018
Q4 | $218K | Hold |
1,079
| – | – | 0.14% | 113 |
|
2018
Q3 | $218K | Hold |
1,079
| – | – | 0.12% | 119 |
|
2018
Q2 | $245K | Hold |
1,079
| – | – | 0.14% | 107 |
|
2018
Q1 | $216K | Hold |
1,079
| – | – | 0.13% | 107 |
|
2017
Q4 | $231K | Hold |
1,079
| – | – | 0.15% | 101 |
|
2017
Q3 | $231K | Hold |
1,079
| – | – | 0.15% | 101 |
|
2017
Q2 | $225K | Hold |
1,079
| – | – | 0.15% | 100 |
|
2017
Q1 | $236K | Hold |
1,079
| – | – | 0.16% | 101 |
|
2016
Q4 | $241K | Buy |
+1,079
| New | +$241K | 0.17% | 106 |
|
2016
Q2 | – | Sell |
-778
| Closed | -$215K | – | 102 |
|
2016
Q1 | $215K | Buy |
+778
| New | +$215K | 0.15% | 91 |
|
2014
Q2 | – | Sell |
-420
| Closed | -$71K | – | 179 |
|
2014
Q1 | $71K | Hold |
420
| – | – | 0.06% | 101 |
|
2013
Q4 | $63K | Hold |
420
| – | – | 0.04% | 104 |
|
2013
Q3 | $67K | Buy |
+420
| New | +$67K | 0.05% | 92 |
|