Tarbox Family Office’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-24
| Closed | -$9K | – | 765 |
|
|
2022
Q1 | $9K | Sell |
24
-37
| -61% | -$13.4K | ﹤0.01% | 405 |
|
|
2021
Q4 | $23K | Hold |
61
| – | – | ﹤0.01% | 332 |
|
|
2021
Q3 | $18K | Hold |
61
| – | – | ﹤0.01% | 390 |
|
|
2021
Q2 | $18K | Hold |
61
| – | – | ﹤0.01% | 394 |
|
|
2021
Q1 | $15K | Hold |
61
| – | – | ﹤0.01% | 365 |
|
|
2020
Q4 | $14K | Buy |
61
+6
| +11% | +$1.38K | ﹤0.01% | 358 |
|
|
2020
Q3 | $12K | Buy |
55
+37
| +206% | +$7.56K | ﹤0.01% | 360 |
|
|
2020
Q2 | $3K | Sell |
18
-9
| -33% | -$1.74K | ﹤0.01% | 656 |
|
|
2020
Q1 | $5K | Sell |
27
-11
| -29% | -$2.36K | ﹤0.01% | 432 |
|
|
2019
Q4 | $8K | Buy |
38
+2
| +6% | +$444 | ﹤0.01% | 420 |
|
|
2019
Q3 | $9K | Hold |
36
| – | – | ﹤0.01% | 363 |
|
|
2019
Q2 | $9K | Hold |
36
| – | – | ﹤0.01% | 360 |
|
|
2019
Q1 | $8K | Hold |
36
| – | – | ﹤0.01% | 342 |
|
|
2018
Q4 | $7K | Sell |
36
-15
| -29% | -$3.06K | ﹤0.01% | 344 |
|
|
2018
Q3 | $10K | Hold |
51
| – | – | ﹤0.01% | 321 |
|
|
2018
Q2 | $12K | Hold |
51
| – | – | ﹤0.01% | 287 |
|
|
2018
Q1 | $10K | Sell |
51
-41
| -45% | -$7.99K | ﹤0.01% | 319 |
|
|
2017
Q4 | $19K | Buy |
92
+45
| +96% | +$9.51K | 0.01% | 243 |
|
|
2017
Q3 | $10K | Buy |
47
+7
| +18% | +$1.45K | ﹤0.01% | 310 |
|
|
2017
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 317 |
|
|
2017
Q1 | $9K | Buy |
40
+4
| +11% | +$886 | ﹤0.01% | 305 |
|
|
2016
Q4 | $8K | Buy |
36
+12
| +50% | +$2.55K | ﹤0.01% | 283 |
|
|
2016
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 328 |
|
|
2016
Q2 | $6K | Sell |
24
-3
| -11% | -$770 | ﹤0.01% | 303 |
|
|
2016
Q1 | $7K | Sell |
27
-8
| -23% | -$2.02K | 0.01% | 292 |
|
|
2015
Q4 | $9K | Buy |
35
+14
| +67% | +$3.28K | 0.01% | 247 |
|
|
2015
Q3 | $4K | Hold |
21
| – | – | ﹤0.01% | 354 |
|
|
2015
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 341 |
|
|
2015
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 354 |
|
|
2014
Q4 | $4K | Sell |
21
-5
| -19% | -$905 | ﹤0.01% | 350 |
|
|
2014
Q3 | $4K | Buy |
26
+3
| +13% | +$516 | ﹤0.01% | 352 |
|
|
2014
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 357 |
|
|
2014
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 380 |
|
|
2013
Q4 | $3K | Buy |
+23
| New | +$3.68K | ﹤0.01% | 428 |
|
Other funds holding PSA
