Next Financial Group’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $287K | Buy |
768
+65
| +9% | +$24.3K | 0.02% | 747 |
|
|
2021
Q3 | $208K | Buy |
703
+77
| +12% | +$22.8K | 0.02% | 817 |
|
|
2021
Q2 | $188K | Buy |
626
+247
| +65% | +$74.2K | 0.02% | 844 |
|
|
2021
Q1 | $93K | Hold |
379
| – | – | 0.01% | 1060 |
|
|
2020
Q4 | $87K | Sell |
379
-2
| -0.5% | -$459 | 0.01% | 1005 |
|
|
2020
Q3 | $85K | Buy |
+381
| New | +$85K | 0.01% | 926 |
|
|
2020
Q2 | – | Sell |
-407
| Closed | -$81K | – | 1578 |
|
|
2020
Q1 | $81K | Sell |
407
-290
| -42% | -$57.7K | 0.01% | 824 |
|
|
2019
Q4 | $148K | Sell |
697
-591
| -46% | -$125K | 0.02% | 798 |
|
|
2019
Q3 | $316K | Sell |
1,288
-95
| -7% | -$23.3K | 0.03% | 480 |
|
|
2019
Q2 | $329K | Buy |
1,383
+429
| +45% | +$102K | 0.04% | 488 |
|
|
2019
Q1 | $208K | Sell |
954
-302
| -24% | -$65.8K | 0.05% | 349 |
|
|
2018
Q4 | $254K | Buy |
1,256
+309
| +33% | +$62.5K | 0.05% | 334 |
|
|
2018
Q3 | $191K | Sell |
947
-121
| -11% | -$24.4K | 0.09% | 213 |
|
|
2018
Q2 | $242K | Sell |
1,068
-191
| -15% | -$43.3K | 0.09% | 240 |
|
|
2018
Q1 | $252K | Buy |
1,259
+168
| +15% | +$33.6K | 0.05% | 339 |
|
|
2017
Q4 | $228K | Buy |
1,091
+244
| +29% | +$51K | 0.1% | 229 |
|
|
2017
Q3 | $185K | Buy |
847
+104
| +14% | +$22.7K | 0.05% | 338 |
|
|
2017
Q2 | $155K | Buy |
743
+40
| +6% | +$8.35K | 0.04% | 425 |
|
|
2017
Q1 | $147K | Sell |
703
-900
| -56% | -$188K | 0.04% | 388 |
|
|
2016
Q4 | $358K | Sell |
1,603
-45
| -3% | -$10.1K | 0.06% | 322 |
|
|
2016
Q3 | $368K | Buy |
1,648
+793
| +93% | +$177K | 0.07% | 308 |
|
|
2016
Q2 | $218K | Sell |
855
-2
| -0.2% | -$510 | 0.07% | 282 |
|
|
2016
Q1 | $236K | Buy |
857
+57
| +7% | +$15.7K | 0.08% | 244 |
|
|
2015
Q4 | $198K | Sell |
800
-69
| -8% | -$17.1K | 0.07% | 279 |
|
|
2015
Q3 | $183K | Sell |
869
-107
| -11% | -$22.5K | 0.07% | 299 |
|
|
2015
Q2 | $179K | Sell |
976
-16
| -2% | -$2.93K | 0.06% | 329 |
|
|
2015
Q1 | $195K | Buy |
992
+195
| +24% | +$38.3K | 0.06% | 315 |
|
|
2014
Q4 | $147K | Sell |
797
-683
| -46% | -$126K | 0.05% | 358 |
|
|
2014
Q3 | $246K | Buy |
+1,480
| New | +$246K | 0.05% | 397 |
|