BWM
LSI

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

Baystate Wealth Management’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12
Closed -$1.67K – 1108
2023
Q2 		$1.67K Hold
12
– – ﹤0.01% 870
2023
Q1 		$1.63K Hold
12
– – ﹤0.01% 862
2022
Q4 		$1K Hold
12
– – ﹤0.01% 930
2022
Q3 		$1K Hold
12
– – ﹤0.01% 874
2022
Q2 		$1K Hold
12
– – ﹤0.01% 889
2022
Q1 		$2K Hold
12
– – ﹤0.01% 791
2021
Q4 		$2K Hold
12
– – ﹤0.01% 790
2021
Q3 		$1K Hold
12
– – ﹤0.01% 821
2021
Q2 		$1K Hold
12
– – ﹤0.01% 788
2021
Q1 		$1K Buy
+12
New +$998 ﹤0.01% 715

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Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
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BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return