Willingdon Wealth Management PSA Holdings History
Willingdon Wealth Management's Public Storage Holding Summary
As of 2020-03-31, Willingdon Wealth Management held 67,911.00 shares of Public Storage(PSA), totaling $13.49 Mil. This investment constitutes 3.42% of their stock portfolio, and Willingdon Wealth Management now holds 0.04% of the outstanding Public Storage(PSA) stock.
The initial trade took place in 2015Q4. And since then Willingdon Wealth Management has made 4 purchases of PSA, at an average price of $220.23, for a total of 74,538.00 shares. In addition, there have been 1 sales at an average price of $215.80 for 6,627.00 shares. Based on historical transaction data and PSA's current price of $289.62, Willingdon Wealth Management's estimated gain on his PSA holdings is $4.68 Mil, reflecting a 28.53% gain to date.
Willingdon Wealth Management PSA ($289.62) Holding Chart
Willingdon Wealth Management PSA ($289.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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