WFG Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $7K | Sell |
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|
2016
Q4 | $61K | Sell |
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|
2016
Q3 | $116K | Buy |
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|
2016
Q2 | $133K | Buy |
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|
2016
Q1 | $143K | Buy |
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|
2015
Q4 | $128K | Buy |
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|
2015
Q3 | $109K | Buy |
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|
2015
Q2 | $94K | Sell |
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|
2015
Q1 | $103K | Sell |
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|
2014
Q4 | $99K | Sell |
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|
2014
Q3 | $134K | Buy |
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|
2014
Q2 | $120K | Buy |
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|
2014
Q1 | $118K | Buy |
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|
2013
Q4 | $105K | Sell |
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|
2013
Q3 | $113K | Sell |
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|
2013
Q2 | $115K | Buy |
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