RMDI
R.M. Davis Inc’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,032
| Closed | -$230K | – | 220 |
|
|
2016
Q3 | $230K | Hold |
1,032
| – | – | 0.01% | 189 |
|
|
2016
Q2 | $264K | Buy |
1,032
+118
| +13% | +$30.2K | 0.01% | 181 |
|
|
2016
Q1 | $252K | Hold |
914
| – | – | 0.01% | 174 |
|
|
2015
Q4 | $226K | Buy |
+914
| New | +$226K | 0.01% | 186 |
|