Reilly Financial Advisors’s PUBLIC STORAGE DEPOSITARY SHS RPSTG % CUMV PFD SHS SER P PSA.PRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,325
| Closed | -$58K | – | 1229 |
|
|
2015
Q3 | $58K | Sell |
2,325
-1,650
| -42% | -$41.2K | 0.01% | 367 |
|
|
2015
Q2 | $101K | Hold |
3,975
| – | – | 0.02% | 282 |
|
|
2015
Q1 | $103K | Sell |
3,975
-200
| -5% | -$5.18K | 0.02% | 267 |
|
|
2014
Q4 | $108K | Sell |
4,175
-200
| -5% | -$5.17K | 0.03% | 184 |
|
|
2014
Q3 | $114K | Hold |
4,375
| – | – | 0.03% | 170 |
|
|
2014
Q2 | $113K | Hold |
4,375
| – | – | 0.03% | 171 |
|
|
2014
Q1 | $113K | Buy |
4,375
+55
| +1% | +$1.42K | 0.03% | 163 |
|
|
2013
Q4 | $103K | Sell |
4,320
-55
| -1% | -$1.31K | 0.03% | 161 |
|
|
2013
Q3 | $111K | Hold |
4,375
| – | – | 0.03% | 132 |
|
|
2013
Q2 | $113K | Buy |
+4,375
| New | +$113K | 0.03% | 131 |
|