Reilly Financial Advisors’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Hold |
0
| – | – | – | 892 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1135 |
|
|
2015
Q4 | – | Sell |
-6,800
| Closed | -$165K | – | 1174 |
|
|
2015
Q3 | $165K | Hold |
6,800
| – | – | 0.03% | 193 |
|
|
2015
Q2 | $159K | Hold |
6,800
| – | – | 0.03% | 213 |
|
|
2015
Q1 | $164K | Hold |
6,800
| – | – | 0.03% | 199 |
|
|
2014
Q4 | $160K | Hold |
6,800
| – | – | 0.04% | 149 |
|
|
2014
Q3 | $156K | Hold |
6,800
| – | – | 0.04% | 146 |
|
|
2014
Q2 | $155K | Hold |
6,800
| – | – | 0.04% | 143 |
|
|
2014
Q1 | $146K | Hold |
6,800
| – | – | 0.03% | 141 |
|
|
2013
Q4 | $133K | Sell |
6,800
-1,400
| -17% | -$27.4K | 0.03% | 135 |
|
|
2013
Q3 | $171K | Sell |
8,200
-1,000
| -11% | -$20.9K | 0.05% | 110 |
|
|
2013
Q2 | $216K | Buy |
+9,200
| New | +$216K | 0.06% | 96 |
|