Reilly Financial Advisors’s Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of PSA.PRU.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Hold |
0
| – | – | – | 904 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1139 |
|
|
2015
Q4 | – | Sell |
-2,800
| Closed | -$70K | – | 1179 |
|
|
2015
Q3 | $70K | Hold |
2,800
| – | – | 0.01% | 324 |
|
|
2015
Q2 | $68K | Hold |
2,800
| – | – | 0.01% | 376 |
|
|
2015
Q1 | $70K | Hold |
2,800
| – | – | 0.01% | 344 |
|
|
2014
Q4 | $69K | Hold |
2,800
| – | – | 0.02% | 227 |
|
|
2014
Q3 | $67K | Hold |
2,800
| – | – | 0.02% | 216 |
|
|
2014
Q2 | $67K | Hold |
2,800
| – | – | 0.02% | 222 |
|
|
2014
Q1 | $64K | Hold |
2,800
| – | – | 0.02% | 239 |
|
|
2013
Q4 | $56K | Hold |
2,800
| – | – | 0.01% | 233 |
|
|
2013
Q3 | $61K | Buy |
2,800
+100
| +4% | +$2.18K | 0.02% | 192 |
|
|
2013
Q2 | $65K | Buy |
+2,700
| New | +$65K | 0.02% | 176 |
|