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Reilly Financial Advisors’s Public Storage PSA Stock Holding History

Reilly Financial Advisors’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		$125K Hold
335
– – 0.01% 257
2021
Q3 		$100K Hold
335
– – 0.01% 264
2021
Q2 		$101K Buy
335
+102
+44% +$30.8K 0.01% 272
2021
Q1 		$57K Hold
233
– – 0.01% 343
2020
Q4 		$54K Hold
233
– – 0.01% 326
2020
Q3 		$52K Hold
233
– – 0.01% 296
2020
Q2 		$45K Hold
233
– – 0.01% 321
2020
Q1 		$46K Hold
233
– – 0.01% 310
2019
Q4 		$50K Hold
233
– – 0.01% 337
2019
Q3 		$57K Hold
233
– – 0.01% 328
2019
Q2 		$55K Hold
233
– – 0.01% 346
2019
Q1 		$51K Hold
233
– – 0.01% 353
2018
Q4 		$47K Hold
233
– – 0.01% 345
2018
Q3 		$47K Hold
233
– – 0.01% 374
2018
Q2 		$53K Hold
233
– – 0.01% 303
2018
Q1 		$47K Hold
233
– – 0.01% 314
2017
Q4 		$49K Hold
233
– – 0.01% 333
2017
Q3 		$50K Sell
233
-1
-0.4% -$215 0.01% 312
2017
Q2 		$49K Buy
234
+2
+0.9% +$419 0.01% 309
2017
Q1 		$51K Buy
232
+1
+0.4% +$220 0.01% 292
2016
Q4 		$52K Buy
231
+1
+0.4% +$225 0.01% 273
2016
Q3 		$51K Buy
230
+1
+0.4% +$222 0.01% 263
2016
Q2 		$58K Buy
+229
New +$58K 0.01% 244
2016
Q1 		– Hold
0
– – – 1053
2015
Q4 		– Sell
-1,876
Closed -$89K – 1078
2015
Q3 		$89K Buy
1,876
+1,651
+734% +$78.3K 0.02% 275
2015
Q2 		$42K Sell
225
-578
-72% -$108K 0.01% 471
2015
Q1 		$158K Buy
803
+1
+0.1% +$197 0.03% 204
2014
Q4 		$148K Buy
802
+1
+0.1% +$185 0.04% 156
2014
Q3 		$133K Sell
801
-209
-21% -$34.7K 0.03% 154
2014
Q2 		$174K Buy
1,010
+790
+359% +$136K 0.04% 127
2014
Q1 		$37K Sell
220
-499
-69% -$83.9K 0.01% 320
2013
Q4 		$108K Buy
719
+1
+0.1% +$150 0.03% 157
2013
Q3 		$118K Buy
718
+1
+0.1% +$164 0.03% 125
2013
Q2 		$111K Buy
+717
New +$111K 0.03% 133