Lourd Capital’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,695
| Closed | -$545K | – | 249 |
|
|
2018
Q4 | $545K | Buy |
2,695
+70
| +3% | +$14.2K | 0.04% | 109 |
|
|
2018
Q3 | $529K | Buy |
+2,625
| New | +$529K | 0.03% | 123 |
|
|
2018
Q1 | – | Sell |
-5,611
| Closed | -$1.17M | – | 279 |
|
|
2017
Q4 | $1.17M | Buy |
+5,611
| New | +$1.17M | 0.08% | 60 |
|