Tradewinds 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-52
| Closed | -$11K | – | 666 |
|
2018
Q3 | $11K | Hold |
52
| – | – | ﹤0.01% | 404 |
|
2018
Q2 | $12K | Buy |
52
+1
| +2% | +$231 | 0.01% | 392 |
|
2018
Q1 | $10K | Hold |
51
| – | – | ﹤0.01% | 405 |
|
2017
Q4 | $11K | Buy |
51
+1
| +2% | +$216 | 0.01% | 409 |
|
2017
Q3 | $11K | Hold |
50
| – | – | 0.01% | 383 |
|
2017
Q2 | $10K | Buy |
+50
| New | +$10K | 0.01% | 395 |
|
2017
Q1 | – | Sell |
-10
| Closed | -$2K | – | 718 |
|
2016
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 559 |
|
2016
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 562 |
|