US Financial Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-124
| Closed | -$34K | – | 309 |
|
|
2016
Q1 | $34K | Buy |
124
+24
| +24% | +$6.58K | 0.06% | 112 |
|
|
2015
Q4 | $25K | Buy |
+100
| New | +$25K | 0.02% | 211 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 607 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$20K | – | 562 |
|
|
2015
Q1 | $20K | Hold |
100
| – | – | 0.02% | 192 |
|
|
2014
Q4 | $18K | Buy |
+100
| New | +$18K | 0.02% | 197 |
|