Oakbrook Investments’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,639
| Closed | -$349K | – | 412 |
|
|
2019
Q4 | $349K | Sell |
1,639
-2,608
| -61% | -$579K | 0.07% | 422 |
|
|
2019
Q3 | $1.04M | Sell |
4,247
-900
| -17% | -$226K | 0.07% | 227 |
|
|
2019
Q2 | $1.23M | Sell |
5,147
-226
| -4% | -$51.8K | 0.07% | 222 |
|
|
2019
Q1 | $1.17M | Sell |
5,373
-100
| -2% | -$20.9K | 0.07% | 224 |
|
|
2018
Q4 | $1.11M | Sell |
5,473
-735
| -12% | -$150K | 0.08% | 201 |
|
|
2018
Q3 | $1.25M | Buy |
6,208
+50
| +0.8% | +$10.8K | 0.07% | 249 |
|
|
2018
Q2 | $1.4M | Sell |
6,158
-760
| -11% | -$158K | 0.09% | 162 |
|
|
2018
Q1 | $1.39M | Buy |
6,918
+200
| +3% | +$39K | 0.09% | 182 |
|
|
2017
Q4 | $1.4M | Sell |
6,718
-180
| -3% | -$38K | 0.09% | 166 |
|
|
2017
Q3 | $1.48M | Buy |
6,898
+500
| +8% | +$103K | 0.1% | 167 |
|
|
2017
Q2 | $1.33M | Sell |
6,398
-550
| -8% | -$118K | 0.09% | 162 |
|
|
2017
Q1 | $1.52M | Sell |
6,948
-100
| -1% | -$22.1K | 0.1% | 165 |
|
|
2016
Q4 | $1.57M | Sell |
7,048
-800
| -10% | -$170K | 0.1% | 169 |
|
|
2016
Q3 | $1.75M | Sell |
7,848
-800
| -9% | -$187K | 0.11% | 164 |
|
|
2016
Q2 | $2.21M | Buy |
8,648
+525
| +6% | +$135K | 0.12% | 155 |
|
|
2016
Q1 | $2.24M | Sell |
8,123
-200
| -2% | -$50.5K | 0.14% | 132 |
|
|
2015
Q4 | $2.06M | Sell |
8,323
-520
| -6% | -$122K | 0.13% | 139 |
|
|
2015
Q3 | $1.87M | Buy |
8,843
+100
| +1% | +$20.4K | 0.12% | 154 |
|
|
2015
Q2 | $1.61M | Sell |
8,743
-1,500
| -15% | -$288K | 0.1% | 192 |
|
|
2015
Q1 | $2.02M | Sell |
10,243
-425
| -4% | -$84.2K | 0.11% | 183 |
|
|
2014
Q4 | $1.97M | Sell |
10,668
-800
| -7% | -$145K | 0.11% | 173 |
|
|
2014
Q3 | $1.9M | Sell |
11,468
-11,530
| -50% | -$1.98M | 0.1% | 190 |
|
|
2014
Q2 | $3.94M | Buy |
22,998
+145
| +0.6% | +$24.9K | 0.12% | 186 |
|
|
2014
Q1 | $3.85M | Sell |
22,853
-3,950
| -15% | -$639K | 0.12% | 188 |
|
|
2013
Q4 | $4.03M | Sell |
26,803
-1,199
| -4% | -$192K | 0.11% | 200 |
|
|
2013
Q3 | $4.5M | Sell |
28,002
-1,750
| -6% | -$277K | 0.13% | 174 |
|
|
2013
Q2 | $4.56M | Buy |
+29,752
| New | +$4.69M | 0.13% | 177 |
|
Other funds holding PSA
AAMU
