Zeke Capital Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $411K | Buy |
1,468
+706
| +93% | +$198K | 0.03% | 277 |
|
|
2022
Q3 | $223K | Buy |
762
+5
| +0.7% | +$1.46K | 0.02% | 404 |
|
|
2022
Q2 | $236K | Sell |
757
-1
| -0.1% | -$312 | 0.02% | 403 |
|
|
2022
Q1 | $295K | Buy |
+758
| New | +$295K | 0.01% | 375 |
|
|
2020
Q1 | – | Sell |
-2,835
| Closed | -$604K | – | 450 |
|
|
2019
Q4 | $604K | Buy |
2,835
+1,064
| +60% | +$227K | 0.05% | 337 |
|
|
2019
Q3 | $434K | Sell |
1,771
-1,181
| -40% | -$289K | 0.04% | 393 |
|
|
2019
Q2 | $703K | Sell |
2,952
-466
| -14% | -$111K | 0.07% | 274 |
|
|
2019
Q1 | $744K | Buy |
3,418
+24
| +0.7% | +$5.22K | 0.07% | 256 |
|
|
2018
Q4 | $687K | Sell |
3,394
-1,847
| -35% | -$374K | 0.07% | 269 |
|
|
2018
Q3 | $1.06M | Hold |
5,241
| – | – | 0.09% | 233 |
|
|
2018
Q2 | $1.19M | Hold |
5,241
| – | – | 0.11% | 158 |
|
|
2018
Q1 | $1.05M | Buy |
+5,241
| New | +$1.05M | 0.1% | 189 |
|
|
2017
Q4 | – | Sell |
-2,978
| Closed | -$637K | – | 604 |
|
|
2017
Q3 | $637K | Buy |
2,978
+1,739
| +140% | +$372K | 0.09% | 180 |
|
|
2017
Q2 | $258K | Buy |
1,239
+183
| +17% | +$38.1K | 0.05% | 224 |
|
|
2017
Q1 | $231K | Buy |
+1,056
| New | +$231K | 0.05% | 222 |
|