Sonora Investment Management’s Public Storage Depositary Shares Each Representing 1/1000 of a 4.90% Cumulative Preferred Share of B PSA.PRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1101 |
|
|
2021
Q1 | $5K | Sell |
200
-100
| -33% | -$2.5K | ﹤0.01% | 1540 |
|
|
2020
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 1318 |
|
|
2020
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 1310 |
|
|
2020
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 1254 |
|
|
2020
Q1 | $7K | Sell |
300
-350
| -54% | -$8.17K | ﹤0.01% | 1186 |
|
|
2019
Q4 | $17K | Hold |
650
| – | – | ﹤0.01% | 955 |
|
|
2019
Q3 | $17K | Hold |
650
| – | – | ﹤0.01% | 945 |
|
|
2019
Q2 | $16K | Buy |
+650
| New | +$16K | ﹤0.01% | 969 |
|