Old Mutual Customised Solutions’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $302K | Hold |
1,333
| – | – | 0.03% | 497 |
|
|
2018
Q1 | $267K | Hold |
1,333
| – | – | 0.03% | 504 |
|
|
2017
Q4 | $279K | Hold |
1,333
| – | – | 0.03% | 502 |
|
|
2017
Q3 | $285K | Hold |
1,333
| – | – | 0.04% | 461 |
|
|
2017
Q2 | $278K | Hold |
1,333
| – | – | 0.04% | 464 |
|
|
2017
Q1 | $292K | Buy |
1,333
+333
| +33% | +$72.9K | 0.05% | 442 |
|
|
2016
Q4 | $224K | Buy |
+1,000
| New | +$224K | 0.04% | 479 |
|
|
2016
Q1 | – | Sell |
-800
| Closed | -$198K | – | 714 |
|
|
2015
Q4 | $198K | Hold |
800
| – | – | 0.05% | 410 |
|
|
2015
Q3 | $169K | Hold |
800
| – | – | 0.05% | 451 |
|
|
2015
Q2 | $147K | Hold |
800
| – | – | 0.03% | 535 |
|
|
2015
Q1 | $158K | Sell |
800
-1,200
| -60% | -$237K | 0.04% | 505 |
|
|
2014
Q4 | $370K | Sell |
2,000
-100
| -5% | -$18.5K | 0.11% | 250 |
|
|
2014
Q3 | $348K | Sell |
2,100
-400
| -16% | -$66.3K | 0.1% | 235 |
|
|
2014
Q2 | $428K | Hold |
2,500
| – | – | 0.1% | 229 |
|
|
2014
Q1 | $421K | Hold |
2,500
| – | – | 0.11% | 211 |
|
|
2013
Q4 | $376K | Hold |
2,500
| – | – | 0.1% | 233 |
|
|
2013
Q3 | $401K | Buy |
2,500
+1,400
| +127% | +$225K | 0.11% | 202 |
|
|
2013
Q2 | $169K | Buy |
+1,100
| New | +$169K | 0.05% | 398 |
|