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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
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|
2015
Q3 | $58K | Sell |
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|
2015
Q2 | $101K | Hold |
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|
2015
Q1 | $103K | Sell |
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|
2014
Q4 | $108K | Sell |
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|
2014
Q3 | $114K | Hold |
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|
2014
Q2 | $113K | Hold |
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|
2014
Q1 | $113K | Buy |
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|
2013
Q4 | $103K | Sell |
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|
2013
Q3 | $111K | Hold |
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|
2013
Q2 | $113K | Buy |
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