Stoneridge Investment Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,886
| Closed | -$1.98M | – | 123 |
|
|
2020
Q3 | $1.98M | Buy |
8,886
+1,162
| +15% | +$259K | 1.31% | 21 |
|
|
2020
Q2 | $1.48M | Buy |
7,724
+6,484
| +523% | +$1.24M | 0.62% | 52 |
|
|
2020
Q1 | $246K | Hold |
1,240
| – | – | 0.11% | 106 |
|
|
2019
Q4 | $264K | Buy |
+1,240
| New | +$264K | 0.09% | 125 |
|
|
2019
Q2 | – | Sell |
-3,471
| Closed | -$756K | – | 141 |
|
|
2019
Q1 | $756K | Buy |
+3,471
| New | +$756K | 0.22% | 94 |
|