BWM
LSI

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

BerganKDV 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
2020
Q2 		– Sell
-35
Closed -$2K – 1123
2020
Q1 		$2K Hold
35
– – ﹤0.01% 765
2019
Q4 		$2K Buy
+35
New +$2.5K ﹤0.01% 809

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BerganKDV Wealth Management's LSI Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Life Storage, Inc. (LSI) in Q2 2020, closing a stake of 35 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in LSI in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 317 funds tracked by Wall St. Rank hold LSI as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Life Storage, Inc. position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 35 Life Storage, Inc. shares in Q2 2020, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Life Storage, Inc. in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Life Storage, Inc. position peaked at $2K in Q1 2020.
  • 317 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.