M&R Capital Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-18
| Closed | -$3K | – | 558 |
|
|
2017
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 514 |
|
|
2017
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 509 |
|
|
2017
Q1 | $3K | Buy |
18
+3
| +20% | +$500 | ﹤0.01% | 511 |
|
|
2016
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 506 |
|
|
2016
Q3 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 495 |
|