Mosaic Family Wealth’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-513
| Closed | -$112K | – | 503 |
|
|
2019
Q1 | $112K | Hold |
513
| – | – | 0.05% | 219 |
|
|
2018
Q4 | $104K | Hold |
513
| – | – | 0.04% | 219 |
|
|
2018
Q3 | $107K | Hold |
513
| – | – | 0.04% | 216 |
|
|
2018
Q2 | $116K | Hold |
513
| – | – | 0.04% | 207 |
|
|
2018
Q1 | $103K | Hold |
513
| – | – | 0.04% | 219 |
|
|
2017
Q4 | $107K | Hold |
513
| – | – | 0.04% | 227 |
|
|
2017
Q3 | $110K | Hold |
513
| – | – | 0.04% | 248 |
|
|
2017
Q2 | $107K | Sell |
513
-250
| -33% | -$52.1K | 0.04% | 240 |
|
|
2017
Q1 | $167K | Sell |
763
-8
| -1% | -$1.75K | 0.07% | 194 |
|
|
2016
Q4 | $172K | Hold |
771
| – | – | 0.08% | 183 |
|
|
2016
Q3 | $172K | Buy |
771
+250
| +48% | +$55.8K | 0.08% | 182 |
|
|
2016
Q2 | $134K | Hold |
521
| – | – | 0.06% | 197 |
|
|
2016
Q1 | $143K | Buy |
521
+8
| +2% | +$2.2K | 0.07% | 179 |
|
|
2015
Q4 | $127K | Buy |
+513
| New | +$127K | 0.06% | 189 |
|