Roundview Capital’s PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R PSA.PRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
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|
2016
Q2 | $798K | Hold |
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|
2016
Q1 | $812K | Hold |
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|
2015
Q4 | $821K | Hold |
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|
2015
Q3 | $812K | Hold |
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|
2015
Q2 | $805K | Sell |
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|
2015
Q1 | $845K | Sell |
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|
2014
Q4 | $834K | Buy |
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|
2014
Q3 | $823K | Sell |
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|
2014
Q2 | $838K | Buy |
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|
2014
Q1 | $731K | Hold |
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|
2013
Q4 | $677K | Sell |
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|
2013
Q3 | $755K | Hold |
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|
2013
Q2 | $784K | Buy |
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