Miles Capital’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,854
| Closed | -$421K | – | 199 |
|
|
2018
Q2 | $421K | Sell |
1,854
-694
| -27% | -$158K | 0.26% | 75 |
|
|
2018
Q1 | $511K | Sell |
2,548
-594
| -19% | -$119K | 0.28% | 65 |
|
|
2017
Q4 | $657K | Hold |
3,142
| – | – | 0.38% | 57 |
|
|
2017
Q3 | $672K | Sell |
3,142
-446
| -12% | -$95.4K | 0.38% | 55 |
|
|
2017
Q2 | $748K | Sell |
3,588
-94
| -3% | -$19.6K | 0.4% | 56 |
|
|
2017
Q1 | $806K | Sell |
3,682
-986
| -21% | -$216K | 0.45% | 50 |
|
|
2016
Q4 | $1.04M | Buy |
4,668
+905
| +24% | +$202K | 0.64% | 38 |
|
|
2016
Q3 | $840K | Buy |
3,763
+240
| +7% | +$53.6K | 0.57% | 52 |
|
|
2016
Q2 | $900K | Buy |
+3,523
| New | +$900K | 0.61% | 33 |
|