SIM
PSA.PRC
Sonora Investment Management’s Public Storage Depositary Shares Each Representing 1/1000 of a 5.125% Cumulative Preferred Share of PSA.PRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,490
| Closed | -$89K | – | 1178 |
|
|
2021
Q1 | $89K | Hold |
3,490
| – | – | 0.01% | 437 |
|
|
2020
Q4 | $91K | Hold |
3,490
| – | – | 0.01% | 442 |
|
|
2020
Q3 | $89K | Hold |
3,490
| – | – | 0.01% | 411 |
|
|
2020
Q2 | $88K | Hold |
3,490
| – | – | 0.01% | 365 |
|
|
2020
Q1 | $84K | Hold |
3,490
| – | – | 0.01% | 347 |
|
|
2019
Q4 | $90K | Hold |
3,490
| – | – | 0.01% | 369 |
|
|
2019
Q3 | $91K | Hold |
3,490
| – | – | 0.01% | 368 |
|
|
2019
Q2 | $86K | Hold |
3,490
| – | – | 0.01% | 375 |
|
|
2019
Q1 | $86K | Hold |
3,490
| – | – | 0.01% | 359 |
|
|
2018
Q4 | $75K | Buy |
3,490
+1,090
| +45% | +$23.4K | 0.01% | 327 |
|
|
2018
Q3 | $58K | Hold |
2,400
| – | – | 0.01% | 370 |
|
|
2018
Q2 | $60K | Buy |
+2,400
| New | +$60K | 0.01% | 350 |
|