AWM
LSI

AE Wealth Management’s Life Storage, Inc. LSI Stock Holding History

AE Wealth Management’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,571
Closed -$874K – 2107
2023
Q2 		$874K Sell
6,571
-420
-6% -$55.8K 0.01% 1142
2023
Q1 		$916K Sell
6,991
-101
-1% -$13.2K 0.01% 1082
2022
Q4 		$699K Buy
+7,092
New +$699K 0.01% 1137