Royal Fund Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-164
| Closed | -$32K | – | 457 |
|
|
2020
Q1 | $32K | Sell |
164
-35
| -18% | -$6.83K | 0.01% | 260 |
|
|
2019
Q4 | $42K | Hold |
199
| – | – | 0.01% | 260 |
|
|
2019
Q3 | $48K | Buy |
199
+1
| +0.5% | +$241 | 0.01% | 239 |
|
|
2019
Q2 | $47K | Sell |
198
-4
| -2% | -$949 | 0.01% | 237 |
|
|
2019
Q1 | $44K | Hold |
202
| – | – | 0.01% | 220 |
|
|
2018
Q4 | $40K | Buy |
202
+5
| +3% | +$990 | 0.02% | 206 |
|
|
2018
Q3 | $39K | Buy |
197
+1
| +0.5% | +$198 | 0.01% | 208 |
|
|
2018
Q2 | $44K | Hold |
196
| – | – | 0.01% | 209 |
|
|
2018
Q1 | $39K | Hold |
196
| – | – | 0.01% | 213 |
|
|
2017
Q4 | $40K | Hold |
196
| – | – | 0.01% | 223 |
|
|
2017
Q3 | $41K | Hold |
196
| – | – | 0.02% | 186 |
|
|
2017
Q2 | $40K | Sell |
196
-122
| -38% | -$24.9K | 0.02% | 170 |
|
|
2017
Q1 | $69K | Hold |
318
| – | – | 0.03% | 131 |
|
|
2016
Q4 | $70K | Buy |
+318
| New | +$70K | 0.04% | 127 |
|