WWM
Willingdon Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $13.5M | Buy |
67,911
+24,977
| +58% | +$4.96M | 3.4% | 4 |
|
|
2019
Q4 | $9.14M | Buy |
+42,934
| New | +$9.14M | 1.88% | 12 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 392 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 372 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 379 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 316 |
|
|
2017
Q1 | – | Sell |
-10,227
| Closed | -$2.29M | – | 124 |
|
|
2016
Q4 | $2.29M | Buy |
+10,227
| New | +$2.29M | 1.08% | 34 |
|
|
2016
Q3 | – | Sell |
-10,063
| Closed | -$2.57M | – | 121 |
|
|
2016
Q2 | $2.57M | Buy |
10,063
+2,369
| +31% | +$605K | 1.32% | 22 |
|
|
2016
Q1 | $2.12M | Buy |
7,694
+1,067
| +16% | +$294K | 1.3% | 27 |
|
|
2015
Q4 | $1.64M | Buy |
+6,627
| New | +$1.64M | 1.5% | 25 |
|