Avantax Advisory Services’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,965
| Closed | -$527K | – | 1644 |
|
|
2023
Q2 | $527K | Sell |
3,965
-9
| -0.2% | -$1.2K | 0.01% | 927 |
|
|
2023
Q1 | $521K | Sell |
3,974
-93
| -2% | -$12.2K | 0.01% | 897 |
|
|
2022
Q4 | $401K | Buy |
4,067
+41
| +1% | +$4.04K | 0.01% | 965 |
|
|
2022
Q3 | $446K | Sell |
4,026
-118
| -3% | -$13.1K | 0.01% | 827 |
|
|
2022
Q2 | $463K | Sell |
4,144
-100
| -2% | -$11.2K | 0.01% | 819 |
|
|
2022
Q1 | $600K | Sell |
4,244
-389
| -8% | -$55K | 0.01% | 721 |
|
|
2021
Q4 | $710K | Sell |
4,633
-2,195
| -32% | -$336K | 0.01% | 632 |
|
|
2021
Q3 | $785K | Sell |
6,828
-1,441
| -17% | -$166K | 0.01% | 562 |
|
|
2021
Q2 | $893K | Sell |
8,269
-1,242
| -13% | -$134K | 0.02% | 505 |
|
|
2021
Q1 | $817K | Sell |
9,511
-845
| -8% | -$72.6K | 0.02% | 477 |
|
|
2020
Q4 | $819K | Sell |
10,356
-2,703
| -21% | -$214K | 0.02% | 415 |
|
|
2020
Q3 | $918K | Buy |
13,059
+2,668
| +26% | +$188K | 0.01% | 557 |
|
|
2020
Q2 | $662K | Buy |
10,391
+1,194
| +13% | +$76.1K | 0.02% | 421 |
|
|
2020
Q1 | $583K | Buy |
9,197
+497
| +6% | +$31.5K | 0.02% | 408 |
|
|
2019
Q4 | $628K | Buy |
+8,700
| New | +$628K | 0.01% | 416 |
|