Neville Rodie & Shaw’s Public Storage PSA.PRT.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-11,500
| Closed | -$290K | – | 254 |
|
|
2017
Q2 | $290K | Hold |
11,500
| – | – | 0.03% | 206 |
|
|
2017
Q1 | $289K | Hold |
11,500
| – | – | 0.03% | 214 |
|
|
2016
Q4 | $279K | Hold |
11,500
| – | – | 0.03% | 215 |
|
|
2016
Q3 | $294K | Hold |
11,500
| – | – | 0.03% | 218 |
|
|
2016
Q2 | $304K | Hold |
11,500
| – | – | 0.04% | 221 |
|
|
2016
Q1 | $302K | Hold |
11,500
| – | – | 0.04% | 214 |
|
|
2015
Q4 | $296K | Hold |
11,500
| – | – | 0.04% | 219 |
|
|
2015
Q3 | $287K | Hold |
11,500
| – | – | 0.04% | 219 |
|
|
2015
Q2 | $280K | Hold |
11,500
| – | – | 0.03% | 231 |
|
|
2015
Q1 | $292K | Hold |
11,500
| – | – | 0.03% | 229 |
|
|
2014
Q4 | $284K | Hold |
11,500
| – | – | 0.03% | 229 |
|
|
2014
Q3 | $282K | Hold |
11,500
| – | – | 0.03% | 228 |
|
|
2014
Q2 | $279K | Hold |
11,500
| – | – | 0.03% | 220 |
|
|
2014
Q1 | $266K | Sell |
11,500
-1,500
| -12% | -$34.7K | 0.03% | 217 |
|
|
2013
Q4 | $274K | Sell |
13,000
-500
| -4% | -$10.5K | 0.03% | 212 |
|
|
2013
Q3 | $304K | Hold |
13,500
| – | – | 0.04% | 205 |
|
|
2013
Q2 | $333K | Buy |
+13,500
| New | +$333K | 0.04% | 191 |
|