Quantum Capital Management (California)’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 | $120K | Buy |
+543
| New | +$120K | 0.13% | 100 |
|
|
2018
Q4 | – | Sell |
-5,023
| Closed | -$1.01M | – | 201 |
|
|
2018
Q3 | $1.01M | Sell |
5,023
-42
| -0.8% | -$8.47K | 0.36% | 93 |
|
|
2018
Q2 | $1.15M | Sell |
5,065
-1,813
| -26% | -$411K | 0.44% | 85 |
|
|
2018
Q1 | $1.38M | Buy |
6,878
+2,164
| +46% | +$434K | 0.33% | 66 |
|
|
2017
Q4 | $985K | Sell |
4,714
-1,464
| -24% | -$306K | 0.24% | 88 |
|
|
2017
Q3 | $1.32M | Buy |
6,178
+112
| +2% | +$24K | 0.31% | 64 |
|
|
2017
Q2 | $1.27M | Buy |
6,066
+2,212
| +57% | +$461K | 0.31% | 66 |
|
|
2017
Q1 | $844K | Buy |
3,854
+296
| +8% | +$64.8K | 0.21% | 79 |
|
|
2016
Q4 | $795K | Sell |
3,558
-226
| -6% | -$50.5K | 0.21% | 86 |
|
|
2016
Q3 | $844K | Buy |
+3,784
| New | +$844K | 0.24% | 87 |
|