WFG Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 1251 |
|
|
2017
Q1 | $7K | Sell |
30
-242
| -89% | -$56.5K | ﹤0.01% | 1158 |
|
|
2016
Q4 | $61K | Sell |
272
-250
| -48% | -$56.1K | 0.01% | 675 |
|
|
2016
Q3 | $116K | Buy |
522
+2
| +0.4% | +$444 | 0.03% | 484 |
|
|
2016
Q2 | $133K | Buy |
520
+3
| +0.6% | +$767 | 0.04% | 432 |
|
|
2016
Q1 | $143K | Buy |
517
+1
| +0.2% | +$277 | 0.04% | 399 |
|
|
2015
Q4 | $128K | Buy |
516
+2
| +0.4% | +$496 | 0.04% | 406 |
|
|
2015
Q3 | $109K | Buy |
514
+2
| +0.4% | +$424 | 0.03% | 442 |
|
|
2015
Q2 | $94K | Sell |
512
-12
| -2% | -$2.2K | 0.03% | 551 |
|
|
2015
Q1 | $103K | Sell |
524
-13
| -2% | -$2.56K | 0.03% | 530 |
|
|
2014
Q4 | $99K | Sell |
537
-273
| -34% | -$50.3K | 0.02% | 641 |
|
|
2014
Q3 | $134K | Buy |
810
+109
| +16% | +$18K | 0.03% | 560 |
|
|
2014
Q2 | $120K | Buy |
701
+2
| +0.3% | +$342 | 0.02% | 594 |
|
|
2014
Q1 | $118K | Buy |
699
+2
| +0.3% | +$338 | 0.02% | 586 |
|
|
2013
Q4 | $105K | Sell |
697
-8
| -1% | -$1.21K | 0.01% | 723 |
|
|
2013
Q3 | $113K | Sell |
705
-42
| -6% | -$6.73K | 0.02% | 667 |
|
|
2013
Q2 | $115K | Buy |
+747
| New | +$115K | 0.02% | 616 |
|