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Windsor Capital Management’s Public Storage PSA Stock Holding History

Windsor Capital Management’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-500
Closed -$105K – 359
2015
Q3 		$105K Buy
+500
New +$102K 0.06% 124
2015
Q1 		– Sell
-2,282
Closed -$422K – 107
2014
Q4 		$422K Buy
2,282
+276
+14% +$50K 0.24% 64
2014
Q3 		$333K Buy
+2,006
New +$345K 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 +$78.8K 0.05% 131

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BIT
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BFA
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Invesco
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AAMU
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return