WEC
Winslow Evans & Crocker’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-238
| Closed | -$48K | – | 1161 |
|
|
2020
Q1 | $48K | Hold |
238
| – | – | 0.02% | 433 |
|
|
2019
Q4 | $52K | Hold |
238
| – | – | 0.01% | 496 |
|
|
2019
Q3 | $60K | Hold |
238
| – | – | 0.02% | 468 |
|
|
2019
Q2 | $58K | Hold |
238
| – | – | 0.02% | 482 |
|
|
2019
Q1 | $52K | Buy |
+238
| New | +$52K | 0.01% | 482 |
|
|
2017
Q3 | – | Sell |
-75
| Closed | -$15.6K | – | 1225 |
|
|
2017
Q2 | $15.6K | Sell |
75
-1
| -1% | -$209 | ﹤0.01% | 806 |
|
|
2017
Q1 | $16.4K | Hold |
76
| – | – | 0.01% | 775 |
|
|
2016
Q4 | $16.8K | Hold |
76
| – | – | 0.01% | 763 |
|
|
2016
Q3 | $16.7K | Hold |
76
| – | – | ﹤0.01% | 778 |
|
|
2016
Q2 | $19.2K | Sell |
76
-1,464
| -95% | -$369K | 0.01% | 702 |
|
|
2016
Q1 | $425K | Buy |
+1,540
| New | +$425K | 0.13% | 159 |
|
|
2014
Q1 | – | Sell |
-63
| Closed | -$9K | – | 1373 |
|
|
2013
Q4 | $9K | Buy |
+63
| New | +$9K | ﹤0.01% | 946 |
|