Reilly Financial Advisors’s Public Storage PSA.PRT.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Hold |
0
| – | – | – | 994 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1209 |
|
|
2015
Q4 | – | Sell |
-1,250
| Closed | -$31K | – | 1271 |
|
|
2015
Q3 | $31K | Hold |
1,250
| – | – | 0.01% | 495 |
|
|
2015
Q2 | $30K | Hold |
1,250
| – | – | 0.01% | 558 |
|
|
2015
Q1 | $32K | Sell |
1,250
-750
| -38% | -$19.2K | 0.01% | 529 |
|
|
2014
Q4 | $49K | Hold |
2,000
| – | – | 0.01% | 271 |
|
|
2014
Q3 | $49K | Hold |
2,000
| – | – | 0.01% | 267 |
|
|
2014
Q2 | $49K | Hold |
2,000
| – | – | 0.01% | 275 |
|
|
2014
Q1 | $46K | Hold |
2,000
| – | – | 0.01% | 291 |
|
|
2013
Q4 | $42K | Hold |
2,000
| – | – | 0.01% | 272 |
|
|
2013
Q3 | $45K | Sell |
2,000
-500
| -20% | -$11.3K | 0.01% | 237 |
|
|
2013
Q2 | $61K | Buy |
+2,500
| New | +$61K | 0.02% | 189 |
|