Mid Atlantic Financial Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $351K | Hold |
1,182
| – | – | 0.02% | 597 |
|
2021
Q2 | $355K | Sell |
1,182
-75
| -6% | -$22.5K | 0.02% | 598 |
|
2021
Q1 | $310K | Sell |
1,257
-75
| -6% | -$18.5K | 0.02% | 615 |
|
2020
Q4 | $308K | Buy |
1,332
+13
| +1% | +$3.01K | 0.02% | 564 |
|
2020
Q3 | $293K | Hold |
1,319
| – | – | 0.03% | 526 |
|
2020
Q2 | $253K | Sell |
1,319
-100
| -7% | -$19.2K | 0.02% | 546 |
|
2020
Q1 | $282K | Sell |
1,419
-219
| -13% | -$43.5K | 0.03% | 460 |
|
2019
Q4 | $349K | Buy |
1,638
+58
| +4% | +$12.4K | 0.03% | 485 |
|
2019
Q3 | $387K | Buy |
1,580
+1
| +0.1% | +$245 | 0.04% | 427 |
|
2019
Q2 | $376K | Sell |
1,579
-17
| -1% | -$4.05K | 0.04% | 451 |
|
2019
Q1 | $347K | Buy |
1,596
+353
| +28% | +$76.7K | 0.04% | 471 |
|
2018
Q4 | $252K | Buy |
+1,243
| New | +$252K | 0.03% | 517 |
|