Reilly Financial Advisors’s Public Storage PSA.PRS.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Hold |
0
| – | – | – | 996 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$13K | – | 1210 |
|
|
2015
Q4 | $13K | Sell |
500
-800
| -62% | -$20.8K | ﹤0.01% | 544 |
|
|
2015
Q3 | $33K | Hold |
1,300
| – | – | 0.01% | 477 |
|
|
2015
Q2 | $32K | Hold |
1,300
| – | – | 0.01% | 541 |
|
|
2015
Q1 | $34K | Hold |
1,300
| – | – | 0.01% | 515 |
|
|
2014
Q4 | $33K | Hold |
1,300
| – | – | 0.01% | 317 |
|
|
2014
Q3 | $32K | Hold |
1,300
| – | – | 0.01% | 320 |
|
|
2014
Q2 | $32K | Hold |
1,300
| – | – | 0.01% | 329 |
|
|
2014
Q1 | $31K | Hold |
1,300
| – | – | 0.01% | 355 |
|
|
2013
Q4 | $28K | Sell |
1,300
-1,000
| -43% | -$21.5K | 0.01% | 340 |
|
|
2013
Q3 | $52K | Hold |
2,300
| – | – | 0.01% | 214 |
|
|
2013
Q2 | $58K | Buy |
+2,300
| New | +$58K | 0.02% | 196 |
|