USCA RIA’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 | $3.72M | Buy |
12,377
+662
| +6% | +$199K | 0.23% | 129 |
|
|
2021
Q1 | $2.89M | Buy |
11,715
+9,578
| +448% | +$2.36M | 0.19% | 162 |
|
|
2020
Q4 | $493K | Sell |
2,137
-190
| -8% | -$43.8K | 0.03% | 328 |
|
|
2020
Q3 | $518K | Sell |
2,327
-320
| -12% | -$71.2K | 0.04% | 287 |
|
|
2020
Q2 | $508K | Hold |
2,647
| – | – | 0.04% | 281 |
|
|
2020
Q1 | $526K | Sell |
2,647
-50
| -2% | -$9.94K | 0.06% | 260 |
|
|
2019
Q4 | $574K | Hold |
2,697
| – | – | 0.05% | 311 |
|
|
2019
Q3 | $661K | Hold |
2,697
| – | – | 0.07% | 275 |
|
|
2019
Q2 | $642K | Hold |
2,697
| – | – | 0.07% | 273 |
|
|
2019
Q1 | $587K | Sell |
2,697
-750
| -22% | -$163K | 0.06% | 266 |
|
|
2018
Q4 | $698K | Sell |
3,447
-500
| -13% | -$101K | 0.09% | 218 |
|
|
2018
Q3 | $796K | Hold |
3,947
| – | – | 0.08% | 250 |
|
|
2018
Q2 | $895K | Hold |
3,947
| – | – | 0.1% | 232 |
|
|
2018
Q1 | $791K | Hold |
3,947
| – | – | 0.09% | 244 |
|
|
2017
Q4 | $825K | Hold |
3,947
| – | – | 0.09% | 232 |
|
|
2017
Q3 | $823K | Hold |
3,947
| – | – | 0.11% | 207 |
|
|
2017
Q2 | $823K | Sell |
3,947
-350
| -8% | -$73K | 0.11% | 208 |
|
|
2017
Q1 | $941K | Sell |
4,297
-390
| -8% | -$85.4K | 0.14% | 189 |
|
|
2016
Q4 | $1.05M | Hold |
4,687
| – | – | 0.16% | 164 |
|
|
2016
Q3 | $1.05M | Hold |
4,687
| – | – | 0.17% | 154 |
|
|
2016
Q2 | $1.2M | Hold |
4,687
| – | – | 0.2% | 144 |
|
|
2016
Q1 | $1.29M | Buy |
4,687
+190
| +4% | +$52.4K | 0.23% | 125 |
|
|
2015
Q4 | $1.11M | Hold |
4,497
| – | – | 0.24% | 128 |
|
|
2015
Q3 | $952K | Hold |
4,497
| – | – | 0.24% | 126 |
|
|
2015
Q2 | $829K | Sell |
4,497
-100
| -2% | -$18.4K | 0.22% | 136 |
|
|
2015
Q1 | $906K | Buy |
4,597
+400
| +10% | +$78.8K | 0.24% | 126 |
|
|
2014
Q4 | $776K | Hold |
4,197
| – | – | 0.21% | 124 |
|
|
2014
Q3 | $696K | Hold |
4,197
| – | – | 0.21% | 133 |
|
|
2014
Q2 | $719K | Hold |
4,197
| – | – | 0.24% | 120 |
|
|
2014
Q1 | $707K | Hold |
4,197
| – | – | 0.25% | 123 |
|
|
2013
Q4 | $632K | Hold |
4,197
| – | – | 0.25% | 121 |
|
|
2013
Q3 | $674K | Hold |
4,197
| – | – | 0.31% | 90 |
|
|
2013
Q2 | $644K | Buy |
+4,197
| New | +$644K | 0.32% | 81 |
|