Brinker Capital Investments’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,544
| Closed | -$471K | – | 1699 |
|
|
2023
Q2 | $471K | Buy |
3,544
+8
| +0.2% | +$1.06K | 0.01% | 1237 |
|
|
2023
Q1 | $464K | Sell |
3,536
-60
| -2% | -$6.94K | 0.01% | 1163 |
|
|
2022
Q4 | $354K | Sell |
3,596
-267
| -7% | -$28K | 0.01% | 1094 |
|
|
2022
Q3 | $428K | Buy |
3,863
+106
| +3% | +$13K | 0.01% | 999 |
|
|
2022
Q2 | $420K | Sell |
3,757
-125
| -3% | -$15.4K | 0.01% | 1039 |
|
|
2022
Q1 | $545K | Buy |
3,882
+85
| +2% | +$11.4K | 0.01% | 1019 |
|
|
2021
Q4 | $582K | Sell |
3,797
-247
| -6% | -$33K | 0.01% | 1005 |
|
|
2021
Q3 | $434K | Hold |
4,044
| – | – | 0.01% | 1015 |
|
|
2021
Q2 | $434K | Buy |
4,044
+58
| +1% | +$5.71K | 0.01% | 1075 |
|
|
2021
Q1 | $343K | Sell |
3,986
-4,477
| -53% | -$372K | 0.01% | 1014 |
|
|
2020
Q4 | $674K | Buy |
8,463
+1,080
| +15% | +$82.2K | 0.01% | 767 |
|
|
2020
Q3 | $518K | Buy |
+7,383
| New | +$500K | 0.01% | 902 |
|