Windsor Capital Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-500
| Closed | -$105K | – | 359 |
|
|
2015
Q3 | $105K | Buy |
+500
| New | +$105K | 0.06% | 124 |
|
|
2015
Q1 | – | Sell |
-2,282
| Closed | -$422K | – | 107 |
|
|
2014
Q4 | $422K | Buy |
2,282
+276
| +14% | +$51K | 0.24% | 64 |
|
|
2014
Q3 | $333K | Buy |
+2,006
| New | +$333K | 0.19% | 69 |
|
|
2014
Q1 | – | Sell |
-500
| Closed | -$75K | – | 248 |
|
|
2013
Q4 | $75K | Hold |
500
| – | – | 0.04% | 141 |
|
|
2013
Q3 | $80K | Hold |
500
| – | – | 0.05% | 138 |
|
|
2013
Q2 | $77K | Buy |
+500
| New | +$77K | 0.05% | 131 |
|