Sun Life Financial’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-91
| Closed | -$22K | – | 397 |
|
2021
Q1 | $22K | Hold |
91
| – | – | ﹤0.01% | 253 |
|
2020
Q4 | $21K | Hold |
91
| – | – | ﹤0.01% | 247 |
|
2020
Q3 | $20K | Sell |
91
-2,853
| -97% | -$627K | ﹤0.01% | 239 |
|
2020
Q2 | $565K | Hold |
2,944
| – | – | 0.11% | 67 |
|
2020
Q1 | $585K | Buy |
2,944
+2,856
| +3,245% | +$568K | 0.15% | 47 |
|
2019
Q4 | $19K | Sell |
88
-34
| -28% | -$7.34K | 0.01% | 222 |
|
2019
Q3 | $30K | Buy |
122
+1
| +0.8% | +$246 | 0.01% | 346 |
|
2019
Q2 | $29K | Sell |
121
-134
| -53% | -$32.1K | 0.01% | 350 |
|
2019
Q1 | $56K | Sell |
255
-158
| -38% | -$34.7K | 0.01% | 342 |
|
2018
Q4 | $84K | Buy |
413
+3
| +0.7% | +$610 | 0.02% | 315 |
|
2018
Q3 | $83K | Sell |
410
-7,519
| -95% | -$1.52M | 0.02% | 357 |
|
2018
Q2 | $1.8M | Buy |
7,929
+6,304
| +388% | +$1.43M | 0.26% | 50 |
|
2018
Q1 | $8.11K | Buy |
1,625
+1,298
| +397% | +$6.48K | 0.07% | 111 |
|
2017
Q4 | $68K | Sell |
327
-773
| -70% | -$161K | 0.01% | 228 |
|
2017
Q3 | $235K | Buy |
1,100
+11
| +1% | +$2.35K | 0.02% | 209 |
|
2017
Q2 | $227K | Buy |
1,089
+1,071
| +5,950% | +$223K | 0.02% | 212 |
|
2017
Q1 | $80 | Hold |
18
| – | – | ﹤0.01% | 443 |
|
2016
Q4 | $79 | Buy |
+18
| New | +$79 | ﹤0.01% | 398 |
|