Rothschild & Co Asset Management US’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-23,571
| Closed | -$5.26M | – | 564 |
|
|
2016
Q3 | $5.26M | Buy |
23,571
+6,146
| +35% | +$1.37M | 0.09% | 270 |
|
|
2016
Q2 | $4.45M | Buy |
17,425
+486
| +3% | +$124K | 0.08% | 275 |
|
|
2016
Q1 | $4.67M | Buy |
16,939
+97
| +0.6% | +$26.8K | 0.09% | 260 |
|
|
2015
Q4 | $4.17M | Sell |
16,842
-11,951
| -42% | -$2.96M | 0.08% | 281 |
|
|
2015
Q3 | $6.09M | Buy |
28,793
+2,691
| +10% | +$569K | 0.12% | 238 |
|
|
2015
Q2 | $4.85M | Buy |
26,102
+2,623
| +11% | +$487K | 0.09% | 268 |
|
|
2015
Q1 | $4.63M | Buy |
23,479
+3,560
| +18% | +$702K | 0.09% | 277 |
|
|
2014
Q4 | $3.68M | Buy |
+19,919
| New | +$3.68M | 0.07% | 286 |
|