Arkadios Wealth Advisors’s Life Storage, Inc. LSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,889
| Closed | -$251K | – | 748 |
|
|
2023
Q2 | $251K | Sell |
1,889
-288
| -13% | -$38.3K | 0.03% | 495 |
|
|
2023
Q1 | $285K | Buy |
2,177
+7
| +0.3% | +$918 | 0.03% | 448 |
|
|
2022
Q4 | $214K | Buy |
2,170
+19
| +0.9% | +$1.87K | 0.03% | 510 |
|
|
2022
Q3 | $238K | Sell |
2,151
-493
| -19% | -$54.5K | 0.04% | 437 |
|
|
2022
Q2 | $295K | Sell |
2,644
-142
| -5% | -$15.8K | 0.04% | 401 |
|
|
2022
Q1 | $391K | Buy |
2,786
+63
| +2% | +$8.84K | 0.05% | 360 |
|
|
2021
Q4 | $417K | Buy |
2,723
+17
| +0.6% | +$2.6K | 0.06% | 362 |
|
|
2021
Q3 | $310K | Buy |
2,706
+15
| +0.6% | +$1.72K | 0.04% | 398 |
|
|
2021
Q2 | $288K | Buy |
2,691
+19
| +0.7% | +$2.03K | 0.04% | 455 |
|
|
2021
Q1 | $229K | Buy |
2,672
+540
| +25% | +$46.3K | 0.04% | 381 |
|
|
2020
Q4 | $169K | Buy |
2,132
+276
| +15% | +$21.9K | 0.04% | 352 |
|
|
2020
Q3 | $144K | Buy |
1,856
+1,316
| +244% | +$102K | 0.07% | 228 |
|
|
2020
Q2 | $34.6K | Buy |
540
+3
| +0.6% | +$192 | 0.02% | 432 |
|
|
2020
Q1 | $33.9K | Hold |
537
| – | – | 0.02% | 395 |
|
|
2019
Q4 | $41.2K | Buy |
+537
| New | +$41.2K | 0.02% | 338 |
|