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