ProVise Management Group’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,414
| Closed | -$942K | – | 311 |
|
|
2016
Q1 | $942K | Buy |
3,414
+733
| +27% | +$202K | 0.19% | 125 |
|
|
2015
Q4 | $664K | Hold |
2,681
| – | – | 0.14% | 155 |
|
|
2015
Q3 | $567K | Hold |
2,681
| – | – | 0.13% | 160 |
|
|
2015
Q2 | $494K | Hold |
2,681
| – | – | 0.11% | 178 |
|
|
2015
Q1 | $529K | Hold |
2,681
| – | – | 0.11% | 182 |
|
|
2014
Q4 | $496K | Buy |
2,681
+264
| +11% | +$48.8K | 0.11% | 188 |
|
|
2014
Q3 | $401K | Buy |
+2,417
| New | +$401K | 0.09% | 226 |
|