Rowland Carmichael Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,097
| Closed | -$244K | – | 387 |
|
|
2020
Q3 | $244K | Buy |
+1,097
| New | +$244K | 0.1% | 238 |
|
|
2020
Q2 | – | Sell |
-1,598
| Closed | -$317K | – | 361 |
|
|
2020
Q1 | $317K | Sell |
1,598
-1,890
| -54% | -$375K | 0.16% | 161 |
|
|
2019
Q4 | $743K | Buy |
3,488
+67
| +2% | +$14.3K | 0.26% | 111 |
|
|
2019
Q3 | $839K | Sell |
3,421
-233
| -6% | -$57.1K | 0.29% | 92 |
|
|
2019
Q2 | $870K | Buy |
3,654
+33
| +0.9% | +$7.86K | 0.3% | 92 |
|
|
2019
Q1 | $789K | Sell |
3,621
-298
| -8% | -$64.9K | 0.29% | 95 |
|
|
2018
Q4 | $793K | Sell |
3,919
-28
| -0.7% | -$5.67K | 0.35% | 69 |
|
|
2018
Q3 | $796K | Sell |
3,947
-261
| -6% | -$52.6K | 0.31% | 88 |
|
|
2018
Q2 | $955K | Sell |
4,208
-269
| -6% | -$61K | 0.4% | 59 |
|
|
2018
Q1 | $897K | Buy |
4,477
+880
| +24% | +$176K | 0.49% | 67 |
|
|
2017
Q4 | $752K | Sell |
3,597
-12
| -0.3% | -$2.51K | 0.39% | 80 |
|
|
2017
Q3 | $772K | Buy |
3,609
+21
| +0.6% | +$4.49K | 0.43% | 70 |
|
|
2017
Q2 | $748K | Buy |
3,588
+197
| +6% | +$41.1K | 0.43% | 73 |
|
|
2017
Q1 | $742K | Sell |
3,391
-454
| -12% | -$99.3K | 0.45% | 72 |
|
|
2016
Q4 | $859K | Buy |
3,845
+139
| +4% | +$31.1K | 0.51% | 65 |
|
|
2016
Q3 | $827K | Sell |
3,706
-106
| -3% | -$23.7K | 0.53% | 71 |
|
|
2016
Q2 | $974K | Buy |
3,812
+670
| +21% | +$171K | 0.61% | 50 |
|
|
2016
Q1 | $867K | Buy |
+3,142
| New | +$867K | 0.8% | 35 |
|