Opus Capital Group’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-970
| Closed | -$202K | – | 242 |
|
|
2017
Q2 | $202K | Sell |
970
-150
| -13% | -$31.2K | 0.04% | 214 |
|
|
2017
Q1 | $245K | Hold |
1,120
| – | – | 0.03% | 238 |
|
|
2016
Q4 | $250K | Sell |
1,120
-40
| -3% | -$8.93K | 0.04% | 220 |
|
|
2016
Q3 | $259K | Sell |
1,160
-30
| -3% | -$6.7K | 0.05% | 167 |
|
|
2016
Q2 | $304K | Sell |
1,190
-65
| -5% | -$16.6K | 0.07% | 151 |
|
|
2016
Q1 | $346K | Sell |
1,255
-1,075
| -46% | -$296K | 0.08% | 152 |
|
|
2015
Q4 | $577K | Sell |
2,330
-140
| -6% | -$34.7K | 0.1% | 151 |
|
|
2015
Q3 | $523K | Buy |
+2,470
| New | +$523K | 0.09% | 156 |
|