Willingdon Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $13.5M | Buy |
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|
2019
Q4 | $9.14M | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Hold |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.29M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.57M | Buy |
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|
2016
Q1 | $2.12M | Buy |
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|
2015
Q4 | $1.64M | Buy |
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