BAM
LSI
Bellevue Asset Management’s Life Storage, Inc. LSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-993
| Closed | -$132K | – | 484 |
|
|
2023
Q2 | $132K | Hold |
993
| – | – | 0.08% | 77 |
|
|
2023
Q1 | $130K | Hold |
993
| – | – | 0.09% | 78 |
|
|
2022
Q4 | $97.2K | Hold |
993
| – | – | 0.08% | 93 |
|
|
2022
Q3 | $109K | Hold |
993
| – | – | 0.08% | 93 |
|
|
2022
Q2 | $113K | Hold |
993
| – | – | 0.08% | 95 |
|
|
2022
Q1 | $141K | Hold |
993
| – | – | 0.09% | 91 |
|
|
2021
Q4 | $152K | Hold |
993
| – | – | 0.09% | 87 |
|
|
2021
Q3 | $115K | Sell |
993
-113
| -10% | -$13.1K | 0.07% | 107 |
|
|
2021
Q2 | $119K | Sell |
1,106
-56
| -5% | -$6.03K | 0.07% | 107 |
|
|
2021
Q1 | $100K | Buy |
1,162
+387
| +50% | +$33.3K | 0.06% | 119 |
|
|
2020
Q4 | $96K | Sell |
775
-50
| -6% | -$6.19K | 0.06% | 117 |
|
|
2020
Q3 | $87K | Hold |
825
| – | – | 0.06% | 119 |
|
|
2020
Q2 | $78K | Hold |
825
| – | – | 0.08% | 119 |
|
|
2020
Q1 | $74K | Buy |
+825
| New | +$74K | 0.08% | 125 |
|