Partnervest Advisory Services’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $200K | Buy |
+900
| New | +$200K | 0.06% | 233 |
|
|
2014
Q3 | – | Sell |
-352
| Closed | -$60K | – | 630 |
|
|
2014
Q2 | $60K | Sell |
352
-9
| -2% | -$1.53K | 0.03% | 341 |
|
|
2014
Q1 | $61K | Sell |
361
-4
| -1% | -$676 | 0.03% | 299 |
|
|
2013
Q4 | $55K | Hold |
365
| – | – | 0.03% | 297 |
|
|
2013
Q3 | $59K | Sell |
365
-34
| -9% | -$5.5K | 0.03% | 256 |
|
|
2013
Q2 | $61K | Buy |
+399
| New | +$61K | 0.03% | 213 |
|