Northstar Investment Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $1.43M | Sell |
4,564
-542
| -11% | -$169K | 0.19% | 91 |
|
2021
Q1 | $1.26M | Sell |
5,106
-192
| -4% | -$47.4K | 0.18% | 94 |
|
2020
Q4 | $1.22M | Sell |
5,298
-5,751
| -52% | -$1.33M | 0.19% | 89 |
|
2020
Q3 | $2.46M | Sell |
11,049
-7,180
| -39% | -$1.6M | 0.44% | 63 |
|
2020
Q2 | $3.5M | Sell |
18,229
-5,086
| -22% | -$976K | 0.74% | 44 |
|
2020
Q1 | $4.63M | Sell |
23,315
-18,185
| -44% | -$3.61M | 1.15% | 32 |
|
2019
Q4 | $8.84M | Sell |
41,500
-1,508
| -4% | -$321K | 1.39% | 25 |
|
2019
Q3 | $11.4M | Buy |
43,008
+1,869
| +5% | +$495K | 1.9% | 12 |
|
2019
Q2 | $9.8M | Sell |
41,139
-3,251
| -7% | -$774K | 1.81% | 20 |
|
2019
Q1 | $9.67M | Sell |
44,390
-1,536
| -3% | -$335K | 1.79% | 20 |
|
2018
Q4 | $9.3M | Sell |
45,926
-1,176
| -2% | -$238K | 2.02% | 19 |
|
2018
Q3 | $9.5M | Buy |
47,102
+637
| +1% | +$128K | 1.89% | 24 |
|
2018
Q2 | $10.5M | Buy |
46,465
+3,086
| +7% | +$700K | 2.2% | 15 |
|
2018
Q1 | $8.69M | Sell |
43,379
-2,107
| -5% | -$422K | 1.84% | 29 |
|
2017
Q4 | $9.51M | Buy |
45,486
+2,398
| +6% | +$501K | 1.72% | 26 |
|
2017
Q3 | $9.22M | Sell |
43,088
-76
| -0.2% | -$16.3K | 1.8% | 22 |
|
2017
Q2 | $9M | Sell |
43,164
-131
| -0.3% | -$27.3K | 1.82% | 23 |
|
2017
Q1 | $9.48M | Buy |
43,295
+2,030
| +5% | +$444K | 1.91% | 19 |
|
2016
Q4 | $9.22M | Buy |
41,265
+1,846
| +5% | +$413K | 2.06% | 18 |
|
2016
Q3 | $8.41M | Buy |
39,419
+3,109
| +9% | +$663K | 1.93% | 18 |
|
2016
Q2 | $9.28M | Buy |
36,310
+1,162
| +3% | +$297K | 2.14% | 14 |
|
2016
Q1 | $9.7M | Buy |
35,148
+578
| +2% | +$159K | 2.36% | 10 |
|
2015
Q4 | $8.56M | Buy |
34,570
+58
| +0.2% | +$14.4K | 2.21% | 11 |
|
2015
Q3 | $7.3M | Buy |
34,512
+935
| +3% | +$198K | 2% | 13 |
|
2015
Q2 | $6.19M | Buy |
33,577
+364
| +1% | +$67.1K | 1.6% | 24 |
|
2015
Q1 | $6.55M | Sell |
33,213
-299
| -0.9% | -$58.9K | 1.67% | 22 |
|
2014
Q4 | $6.2M | Buy |
33,512
+188
| +0.6% | +$34.8K | 1.55% | 27 |
|
2014
Q3 | $5.53M | Buy |
33,324
+1,330
| +4% | +$221K | 1.43% | 33 |
|
2014
Q2 | $5.48M | Sell |
31,994
-611
| -2% | -$105K | 1.41% | 35 |
|
2014
Q1 | $5.49M | Buy |
32,605
+1,705
| +6% | +$287K | 1.46% | 31 |
|
2013
Q4 | $4.65M | Sell |
30,900
-325
| -1% | -$48.9K | 1.27% | 40 |
|
2013
Q3 | $5.01M | Buy |
31,225
+1,206
| +4% | +$194K | 1.5% | 29 |
|
2013
Q2 | $4.6M | Buy |
+30,019
| New | +$4.6M | 1.44% | 30 |
|