Moors & Cabot’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,466
| Closed | -$425K | – | 899 |
|
|
2024
Q1 | $425K | Buy |
1,466
+142
| +11% | +$41.2K | 0.02% | 547 |
|
|
2023
Q4 | $404K | Buy |
1,324
+27
| +2% | +$8.24K | 0.03% | 518 |
|
|
2023
Q3 | $342K | Buy |
1,297
+4
| +0.3% | +$1.05K | 0.02% | 555 |
|
|
2023
Q2 | $377K | Sell |
1,293
-68
| -5% | -$19.8K | 0.03% | 530 |
|
|
2023
Q1 | $411K | Buy |
1,361
+150
| +12% | +$45.3K | 0.03% | 488 |
|
|
2022
Q4 | $339K | Buy |
1,211
+95
| +9% | +$26.6K | 0.02% | 538 |
|
|
2022
Q3 | $327K | Buy |
1,116
+43
| +4% | +$12.6K | 0.02% | 527 |
|
|
2022
Q2 | $335K | Buy |
1,073
+34
| +3% | +$10.6K | 0.02% | 526 |
|
|
2022
Q1 | $406K | Sell |
1,039
-102
| -9% | -$39.9K | 0.03% | 531 |
|
|
2021
Q4 | $427K | Buy |
1,141
+108
| +10% | +$40.4K | 0.03% | 508 |
|
|
2021
Q3 | $307K | Sell |
1,033
-129
| -11% | -$38.3K | 0.02% | 597 |
|
|
2021
Q2 | $349K | Sell |
1,162
-43
| -4% | -$12.9K | 0.02% | 519 |
|
|
2021
Q1 | $296K | Buy |
1,205
+37
| +3% | +$9.09K | 0.02% | 540 |
|
|
2020
Q4 | $274K | Sell |
1,168
-289
| -20% | -$67.8K | 0.02% | 554 |
|
|
2020
Q3 | $325K | Sell |
1,457
-96
| -6% | -$21.4K | 0.03% | 451 |
|
|
2020
Q2 | $299K | Buy |
1,553
+204
| +15% | +$39.3K | 0.03% | 446 |
|
|
2020
Q1 | $269K | Sell |
1,349
-150
| -10% | -$29.9K | 0.04% | 410 |
|
|
2019
Q4 | $321K | Buy |
1,499
+187
| +14% | +$40K | 0.03% | 444 |
|
|
2019
Q3 | $323K | Buy |
+1,312
| New | +$323K | 0.04% | 426 |
|
|
2016
Q2 | – | Sell |
-964
| Closed | -$269K | – | 533 |
|
|
2016
Q1 | $269K | Buy |
964
+100
| +12% | +$27.9K | 0.05% | 379 |
|
|
2015
Q4 | $211K | Buy |
+864
| New | +$211K | 0.04% | 434 |
|