RBA
Richard Bernstein Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,450
| Closed | -$1.04M | – | 198 |
|
|
2023
Q1 | $1.04M | Hold |
3,450
| – | – | 0.02% | 183 |
|
|
2022
Q4 | $967K | Buy |
+3,450
| New | +$967K | 0.02% | 192 |
|
|
2020
Q2 | – | Sell |
-8,371
| Closed | -$1.66M | – | 271 |
|
|
2020
Q1 | $1.66M | Hold |
8,371
| – | – | 0.06% | 150 |
|
|
2019
Q4 | $1.78M | Hold |
8,371
| – | – | 0.06% | 179 |
|
|
2019
Q3 | $2.05M | Hold |
8,371
| – | – | 0.07% | 178 |
|
|
2019
Q2 | $1.99M | Buy |
+8,371
| New | +$1.99M | 0.07% | 181 |
|
|
2016
Q3 | – | Sell |
-8,776
| Closed | -$2.24M | – | 238 |
|
|
2016
Q2 | $2.24M | Hold |
8,776
| – | – | 0.21% | 198 |
|
|
2016
Q1 | $2.42M | Buy |
+8,776
| New | +$2.42M | 0.24% | 152 |
|
|
2014
Q2 | – | Sell |
-4,913
| Closed | -$828K | – | 267 |
|
|
2014
Q1 | $828K | Hold |
4,913
| – | – | 0.12% | 197 |
|
|
2013
Q4 | $740K | Hold |
4,913
| – | – | 0.15% | 202 |
|
|
2013
Q3 | $789K | Hold |
4,913
| – | – | 0.23% | 158 |
|
|
2013
Q2 | $753K | Buy |
+4,913
| New | +$753K | 0.25% | 146 |
|