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