TD Capital Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-188
| Closed | -$49.5K | – | 427 |
|
|
2023
Q3 | $49.5K | Hold |
188
| – | – | 0.01% | 173 |
|
|
2023
Q2 | $54.9K | Hold |
188
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $56.8K | Buy |
+188
| New | +$56.8K | 0.01% | 164 |
|
|
2016
Q3 | – | Sell |
-60
| Closed | -$15K | – | 178 |
|
|
2016
Q2 | $15K | Hold |
60
| – | – | ﹤0.01% | 99 |
|
|
2016
Q1 | $17K | Hold |
60
| – | – | 0.01% | 91 |
|
|
2015
Q4 | $15K | Hold |
60
| – | – | ﹤0.01% | 98 |
|
|
2015
Q3 | $13K | Hold |
60
| – | – | ﹤0.01% | 106 |
|
|
2015
Q2 | $11K | Buy |
+60
| New | +$11K | ﹤0.01% | 117 |
|