Saratoga Research & Investment Management’s Public Storage PSA.PRS.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-23,580
| Closed | -$592K | – | 47 |
|
|
2017
Q2 | $592K | Sell |
23,580
-145
| -0.6% | -$3.64K | 0.05% | 31 |
|
|
2017
Q1 | $598K | Sell |
23,725
-160
| -0.7% | -$4.03K | 0.05% | 31 |
|
|
2016
Q4 | $589K | Sell |
23,885
-2,610
| -10% | -$64.4K | 0.05% | 31 |
|
|
2016
Q3 | $674K | Sell |
26,495
-275
| -1% | -$7K | 0.06% | 31 |
|
|
2016
Q2 | $695K | Hold |
26,770
| – | – | 0.06% | 31 |
|
|
2016
Q1 | $690K | Hold |
26,770
| – | – | 0.06% | 35 |
|
|
2015
Q4 | $693K | Sell |
26,770
-1,985
| -7% | -$51.4K | 0.07% | 35 |
|
|
2015
Q3 | $726K | Sell |
28,755
-2,165
| -7% | -$54.7K | 0.07% | 35 |
|
|
2015
Q2 | $767K | Sell |
30,920
-390
| -1% | -$9.67K | 0.07% | 36 |
|
|
2015
Q1 | $805K | Buy |
31,310
+475
| +2% | +$12.2K | 0.08% | 36 |
|
|
2014
Q4 | $780K | Sell |
30,835
-475
| -2% | -$12K | 0.07% | 36 |
|
|
2014
Q3 | $777K | Hold |
31,310
| – | – | 0.08% | 34 |
|
|
2014
Q2 | $763K | Hold |
31,310
| – | – | 0.08% | 36 |
|
|
2014
Q1 | $741K | Hold |
31,310
| – | – | 0.08% | 37 |
|
|
2013
Q4 | $676K | Sell |
31,310
-1,950
| -6% | -$42.1K | 0.07% | 36 |
|
|
2013
Q3 | $758K | Sell |
33,260
-505
| -1% | -$11.5K | 0.09% | 35 |
|
|
2013
Q2 | $844K | Buy |
+33,765
| New | +$844K | 0.1% | 37 |
|