Sonora Investment Management’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 | $92K | Buy |
309
+39
| +14% | +$11.6K | 0.01% | 315 |
|
|
2021
Q2 | $81K | Hold |
270
| – | – | 0.01% | 307 |
|
|
2021
Q1 | $67K | Hold |
270
| – | – | 0.01% | 500 |
|
|
2020
Q4 | $62K | Hold |
270
| – | – | 0.01% | 538 |
|
|
2020
Q3 | $60K | Buy |
270
+67
| +33% | +$14.9K | 0.01% | 509 |
|
|
2020
Q2 | $39K | Buy |
203
+46
| +29% | +$8.84K | ﹤0.01% | 576 |
|
|
2020
Q1 | $31K | Hold |
157
| – | – | ﹤0.01% | 605 |
|
|
2019
Q4 | $33K | Sell |
157
-67
| -30% | -$14.1K | ﹤0.01% | 660 |
|
|
2019
Q3 | $55K | Hold |
224
| – | – | 0.01% | 479 |
|
|
2019
Q2 | $53K | Hold |
224
| – | – | 0.01% | 494 |
|
|
2019
Q1 | $49K | Sell |
224
-6
| -3% | -$1.31K | 0.01% | 523 |
|
|
2018
Q4 | $47K | Buy |
230
+6
| +3% | +$1.23K | 0.01% | 420 |
|
|
2018
Q3 | $45K | Hold |
224
| – | – | 0.01% | 436 |
|
|
2018
Q2 | $51K | Buy |
224
+1
| +0.4% | +$228 | 0.01% | 397 |
|
|
2018
Q1 | $44.6K | Hold |
223
| – | – | 0.01% | 413 |
|
|
2017
Q4 | $46.5K | Buy |
223
+156
| +233% | +$32.6K | 0.01% | 413 |
|
|
2017
Q3 | $14.3K | Hold |
67
| – | – | ﹤0.01% | 615 |
|
|
2017
Q2 | $14K | Buy |
+67
| New | +$14K | ﹤0.01% | 614 |
|
|
2016
Q2 | – | Sell |
-2
| Closed | -$517 | – | 912 |
|
|
2016
Q1 | $517 | Buy |
+2
| New | +$517 | ﹤0.01% | 912 |
|
|
2015
Q4 | – | Sell |
-17
| Closed | -$3K | – | 1074 |
|
|
2015
Q3 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 906 |
|