Roosevelt Investment Group’s Public Storage PSA.PRZ.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-54,152
| Closed | -$1.36M | – | 203 |
|
|
2018
Q4 | $1.36M | Sell |
54,152
-5,247
| -9% | -$131K | 0.15% | 81 |
|
|
2018
Q3 | $1.5M | Sell |
59,399
-3,293
| -5% | -$83.3K | 0.14% | 83 |
|
|
2018
Q2 | $1.65M | Sell |
62,692
-1,146
| -2% | -$30.1K | 0.15% | 85 |
|
|
2018
Q1 | $1.66M | Sell |
63,838
-1,825
| -3% | -$47.5K | 0.16% | 92 |
|
|
2017
Q4 | $1.74M | Sell |
65,663
-1,722
| -3% | -$45.6K | 0.16% | 98 |
|
|
2017
Q3 | $1.76M | Sell |
67,385
-4,071
| -6% | -$106K | 0.16% | 105 |
|
|
2017
Q2 | $1.91M | Buy |
71,456
+5,028
| +8% | +$134K | 0.18% | 106 |
|
|
2017
Q1 | $1.78M | Buy |
66,428
+30,253
| +84% | +$809K | 0.16% | 115 |
|
|
2016
Q4 | $916K | Buy |
36,175
+26,175
| +262% | +$663K | 0.08% | 117 |
|
|
2016
Q3 | $275K | Hold |
10,000
| – | – | 0.02% | 159 |
|
|
2016
Q2 | $282K | Buy |
+10,000
| New | +$282K | 0.02% | 158 |
|