Patriot Wealth Management’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
-37,969
Closed -$7.92M 87
2017
Q2
$7.92M Buy
37,969
+1,230
+3% +$257K 1.33% 21
2017
Q1
$8.04M Buy
36,739
+1,100
+3% +$241K 1.29% 23
2016
Q4
$7.97M Buy
35,639
+96
+0.3% +$21.5K 1.51% 18
2016
Q3
$7.93M Buy
+35,543
New +$7.93M 1.53% 17