Morris Capital Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $756K | Sell |
2,582
-21
| -0.8% | -$6.15K | 0.71% | 33 |
|
|
2022
Q2 | $814K | Buy |
2,603
+39
| +2% | +$12.2K | 0.73% | 32 |
|
|
2022
Q1 | $1M | Buy |
2,564
+196
| +8% | +$76.5K | 0.78% | 30 |
|
|
2021
Q4 | $887K | Buy |
2,368
+243
| +11% | +$91K | 0.65% | 31 |
|
|
2021
Q3 | $631K | Sell |
2,125
-44
| -2% | -$13.1K | 0.5% | 42 |
|
|
2021
Q2 | $652K | Buy |
2,169
+7
| +0.3% | +$2.1K | 0.49% | 42 |
|
|
2021
Q1 | $533K | Buy |
2,162
+215
| +11% | +$53K | 0.43% | 43 |
|
|
2020
Q4 | $450K | Buy |
1,947
+389
| +25% | +$89.9K | 0.37% | 47 |
|
|
2020
Q3 | $347K | Buy |
1,558
+38
| +3% | +$8.46K | 0.31% | 47 |
|
|
2020
Q2 | $292K | Buy |
1,520
+70
| +5% | +$13.4K | 0.26% | 51 |
|
|
2020
Q1 | $288K | Sell |
1,450
-13
| -0.9% | -$2.58K | 0.31% | 49 |
|
|
2019
Q4 | $312K | Buy |
1,463
+32
| +2% | +$6.82K | 0.26% | 56 |
|
|
2019
Q3 | $351K | Buy |
1,431
+3
| +0.2% | +$736 | 0.31% | 49 |
|
|
2019
Q2 | $340K | Sell |
1,428
-1,070
| -43% | -$255K | 0.28% | 53 |
|
|
2019
Q1 | $544K | Buy |
2,498
+75
| +3% | +$16.3K | 0.43% | 40 |
|
|
2018
Q4 | $490K | Sell |
2,423
-113
| -4% | -$22.9K | 0.42% | 39 |
|
|
2018
Q3 | $511K | Buy |
2,536
+25
| +1% | +$5.04K | 0.34% | 45 |
|
|
2018
Q2 | $570K | Buy |
2,511
+133
| +6% | +$30.2K | 0.4% | 41 |
|
|
2018
Q1 | $477K | Sell |
2,378
-187
| -7% | -$37.5K | 0.32% | 50 |
|
|
2017
Q4 | $536K | Buy |
2,565
+264
| +11% | +$55.2K | 0.35% | 47 |
|
|
2017
Q3 | $492K | Sell |
2,301
-33
| -1% | -$7.06K | 0.33% | 51 |
|
|
2017
Q2 | $487K | Sell |
2,334
-26
| -1% | -$5.43K | 0.34% | 51 |
|
|
2017
Q1 | $517K | Sell |
2,360
-34
| -1% | -$7.45K | 0.38% | 41 |
|
|
2016
Q4 | $535K | Sell |
2,394
-55
| -2% | -$12.3K | 0.37% | 39 |
|
|
2016
Q3 | $546K | Buy |
2,449
+297
| +14% | +$66.2K | 0.34% | 36 |
|
|
2016
Q2 | $550K | Hold |
2,152
| – | – | 0.33% | 38 |
|
|
2016
Q1 | $594K | Sell |
2,152
-13
| -0.6% | -$3.59K | 0.4% | 37 |
|
|
2015
Q4 | $536K | Buy |
+2,165
| New | +$536K | 0.37% | 39 |
|