MLM
Mount Lucas Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-41
| Closed | -$11.5K | – | 121 |
|
|
2022
Q4 | $11.5K | Sell |
41
-9,004
| -100% | -$2.52M | ﹤0.01% | 105 |
|
|
2022
Q3 | $2.65M | Buy |
9,045
+184
| +2% | +$53.9K | 0.91% | 28 |
|
|
2022
Q2 | $2.77M | Buy |
8,861
+333
| +4% | +$104K | 0.93% | 28 |
|
|
2022
Q1 | $3.33M | Buy |
8,528
+15
| +0.2% | +$5.85K | 0.97% | 31 |
|
|
2021
Q4 | $3.19M | Buy |
+8,513
| New | +$3.19M | 0.91% | 46 |
|
|
2017
Q1 | – | Sell |
-9,584
| Closed | -$2.14M | – | 160 |
|
|
2016
Q4 | $2.14M | Sell |
9,584
-1,761
| -16% | -$394K | 0.41% | 70 |
|
|
2016
Q3 | $2.53M | Sell |
11,345
-17,049
| -60% | -$3.81M | 0.45% | 66 |
|
|
2016
Q2 | $7.26M | Sell |
28,394
-295
| -1% | -$75.4K | 1.23% | 27 |
|
|
2016
Q1 | $7.91M | Buy |
28,689
+8,021
| +39% | +$2.21M | 1.38% | 24 |
|
|
2015
Q4 | $5.12M | Buy |
20,668
+556
| +3% | +$138K | 0.76% | 22 |
|
|
2015
Q3 | $4.26M | Buy |
+20,112
| New | +$4.26M | 0.54% | 22 |
|