Quantum Capital Management (California)’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$120K Buy
+543
New +$111K 0.13% 100
2018
Q4
Sell
-5,023
Closed -$1.01M 201
2018
Q3
$1.01M Sell
5,023
-42
-0.8% -$9.06K 0.36% 93
2018
Q2
$1.15M Sell
5,065
-1,813
-26% -$377K 0.44% 85
2018
Q1
$1.38M Buy
6,878
+2,164
+46% +$422K 0.33% 66
2017
Q4
$985K Sell
4,714
-1,464
-24% -$309K 0.24% 88
2017
Q3
$1.32M Buy
6,178
+112
+2% +$23.2K 0.31% 64
2017
Q2
$1.26M Buy
6,066
+2,212
+57% +$476K 0.31% 66
2017
Q1
$844K Buy
3,854
+296
+8% +$65.6K 0.21% 79
2016
Q4
$795K Sell
3,558
-226
-6% -$48.1K 0.21% 87
2016
Q3
$844K Buy
+3,784
New +$884K 0.24% 87

Other funds holding PSA