Security National Trust’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.28M | Hold |
4,265
| – | – | 0.3% | 82 |
|
|
2021
Q2 | $1.28M | Sell |
4,265
-125
| -3% | -$37.6K | 0.29% | 85 |
|
|
2021
Q1 | $1.08M | Sell |
4,390
-15
| -0.3% | -$3.7K | 0.25% | 88 |
|
|
2020
Q4 | $1.02M | Buy |
4,405
+195
| +5% | +$45K | 0.25% | 88 |
|
|
2020
Q3 | $937K | Buy |
4,210
+270
| +7% | +$60.1K | 0.26% | 84 |
|
|
2020
Q2 | $756K | Buy |
3,940
+125
| +3% | +$24K | 0.23% | 90 |
|
|
2020
Q1 | $758K | Buy |
3,815
+35
| +0.9% | +$6.95K | 0.28% | 83 |
|
|
2019
Q4 | $805K | Hold |
3,780
| – | – | 0.23% | 91 |
|
|
2019
Q3 | $927K | Buy |
3,780
+280
| +8% | +$68.7K | 0.29% | 83 |
|
|
2019
Q2 | $834K | Buy |
3,500
+110
| +3% | +$26.2K | 0.26% | 87 |
|
|
2019
Q1 | $738K | Buy |
3,390
+110
| +3% | +$23.9K | 0.24% | 92 |
|
|
2018
Q4 | $664K | Sell |
3,280
-13
| -0.4% | -$2.63K | 0.25% | 91 |
|
|
2018
Q3 | $664K | Sell |
3,293
-64
| -2% | -$12.9K | 0.21% | 97 |
|
|
2018
Q2 | $762K | Sell |
3,357
-20
| -0.6% | -$4.54K | 0.25% | 91 |
|
|
2018
Q1 | $677K | Buy |
3,377
+195
| +6% | +$39.1K | 0.23% | 96 |
|
|
2017
Q4 | $665K | Buy |
3,182
+175
| +6% | +$36.6K | 0.21% | 97 |
|
|
2017
Q3 | $644K | Buy |
3,007
+1,963
| +188% | +$420K | 0.21% | 97 |
|
|
2017
Q2 | $218K | Buy |
1,044
+715
| +217% | +$149K | 0.07% | 164 |
|
|
2017
Q1 | $72K | Sell |
329
-50
| -13% | -$10.9K | 0.02% | 248 |
|
|
2016
Q4 | $85K | Sell |
379
-50
| -12% | -$11.2K | 0.03% | 234 |
|
|
2016
Q3 | $96K | Hold |
429
| – | – | 0.03% | 227 |
|
|
2016
Q2 | $110K | Sell |
429
-50
| -10% | -$12.8K | 0.04% | 210 |
|
|
2016
Q1 | $132K | Sell |
479
-50
| -9% | -$13.8K | 0.05% | 201 |
|
|
2015
Q4 | $131K | Hold |
529
| – | – | 0.05% | 192 |
|
|
2015
Q3 | $112K | Hold |
529
| – | – | 0.04% | 207 |
|
|
2015
Q2 | $98K | Hold |
529
| – | – | 0.04% | 228 |
|
|
2015
Q1 | $104K | Sell |
529
-50
| -9% | -$9.83K | 0.04% | 226 |
|
|
2014
Q4 | $107K | Hold |
579
| – | – | 0.04% | 214 |
|
|
2014
Q3 | $96K | Hold |
579
| – | – | 0.04% | 220 |
|
|
2014
Q2 | $99K | Hold |
579
| – | – | 0.04% | 220 |
|
|
2014
Q1 | $98K | Hold |
579
| – | – | 0.04% | 221 |
|
|
2013
Q4 | $87K | Hold |
579
| – | – | 0.04% | 228 |
|
|
2013
Q3 | $93K | Hold |
579
| – | – | 0.04% | 213 |
|
|
2013
Q2 | $89K | Buy |
+579
| New | +$89K | 0.04% | 217 |
|