Rowland Carmichael Advisors’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,097
Closed -$244K 387
2020
Q3
$244K Buy
+1,097
New +$224K 0.1% 238
2020
Q2
Sell
-1,598
Closed -$317K 361
2020
Q1
$317K Sell
1,598
-1,890
-54% -$405K 0.16% 161
2019
Q4
$743K Buy
3,488
+67
+2% +$14.9K 0.26% 111
2019
Q3
$839K Sell
3,421
-233
-6% -$58.5K 0.29% 92
2019
Q2
$870K Buy
3,654
+33
+0.9% +$7.57K 0.3% 92
2019
Q1
$789K Sell
3,621
-298
-8% -$62.4K 0.29% 95
2018
Q4
$793K Sell
3,919
-28
-0.7% -$5.71K 0.35% 69
2018
Q3
$796K Sell
3,947
-261
-6% -$56.3K 0.31% 88
2018
Q2
$955K Sell
4,208
-269
-6% -$56K 0.4% 59
2018
Q1
$897K Buy
4,477
+880
+24% +$171K 0.49% 67
2017
Q4
$752K Sell
3,597
-12
-0.3% -$2.54K 0.39% 80
2017
Q3
$772K Buy
3,609
+21
+0.6% +$4.34K 0.43% 70
2017
Q2
$748K Buy
3,588
+197
+6% +$42.4K 0.43% 73
2017
Q1
$742K Sell
3,391
-454
-12% -$101K 0.45% 72
2016
Q4
$859K Buy
3,845
+139
+4% +$29.6K 0.51% 65
2016
Q3
$827K Sell
3,706
-106
-3% -$24.8K 0.53% 71
2016
Q2
$974K Buy
3,812
+670
+21% +$172K 0.61% 50
2016
Q1
$867K Buy
+3,142
New +$793K 0.8% 35

Other funds holding PSA