Weatherly Asset Management’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
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|
2015
Q3 | $277K | Hold |
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|
2015
Q2 | $266K | Hold |
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|
2015
Q1 | $274K | Hold |
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|
2014
Q4 | $268K | Buy |
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|
2014
Q3 | $238K | Hold |
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|
2014
Q2 | $237K | Hold |
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|
2014
Q1 | $224K | Sell |
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|
2013
Q4 | $211K | Sell |
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|
2013
Q3 | $252K | Hold |
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|
2013
Q2 | $283K | Buy |
|