C.M. Bidwell & Associates’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
Q1 | – | Sell |
-494
| Closed | -$48.7K | – | 575 |
|
|
2022
Q4 | $48.7K | Sell |
494
-1,385
| -74% | -$145K | 0.04% | 292 |
|
|
2022
Q3 | $208K | Sell |
1,879
-203
| -10% | -$24.9K | 0.17% | 106 |
|
|
2022
Q2 | $232K | Sell |
2,082
-300
| -13% | -$37K | 0.18% | 96 |
|
|
2022
Q1 | $335K | Sell |
2,382
-110
| -4% | -$14.8K | 0.22% | 73 |
|
|
2021
Q4 | $382K | Sell |
2,492
-285
| -10% | -$38.1K | 0.23% | 71 |
|
|
2021
Q3 | $319K | Sell |
2,777
-103
| -4% | -$12.2K | 0.21% | 80 |
|
|
2021
Q2 | $309K | Sell |
2,880
-198
| -6% | -$19.5K | 0.2% | 87 |
|
|
2021
Q1 | $265K | Sell |
3,078
-27
| -0.9% | -$2.25K | 0.19% | 80 |
|
|
2020
Q4 | $247K | Buy |
3,105
+2,175
| +234% | +$166K | 0.2% | 77 |
|
|
2020
Q3 | $65K | Buy |
930
+7
| +0.8% | +$474 | 0.06% | 234 |
|
|
2020
Q2 | $58K | Buy |
923
+255
| +38% | +$15.8K | 0.05% | 247 |
|
|
2020
Q1 | $42K | Buy |
+668
| New | +$47.7K | 0.04% | 207 |
|
|
2019
Q1 | – | Sell |
-1,283
| Closed | -$80K | – | 489 |
|
|
2018
Q4 | $80K | Buy |
1,283
+270
| +27% | +$17.1K | 0.09% | 201 |
|
|
2018
Q3 | $64K | Buy |
+1,013
| New | +$65.6K | 0.06% | 217 |
|
|
2016
Q1 | – | Sell |
-4,838
| Closed | -$346K | – | 331 |
|
|
2015
Q4 | $346K | Buy |
4,838
+105
| +2% | +$7.02K | 0.08% | 108 |
|
|
2015
Q3 | $298K | Sell |
4,733
-165
| -3% | -$10.2K | 0.07% | 122 |
|
|
2015
Q2 | $284K | Sell |
4,898
-307
| -6% | -$18.4K | 0.06% | 136 |
|
|
2015
Q1 | $326K | Buy |
5,205
+3,892
| +296% | +$242K | 0.07% | 119 |
|
|
2014
Q4 | $76K | Hold |
1,313
| – | – | 0.02% | 186 |
|
|
2014
Q3 | $65K | Buy |
+1,313
| New | +$67.4K | 0.02% | 205 |
|
|
2014
Q2 | – | Sell |
-4,035
| Closed | -$198K | – | 298 |
|
|
2014
Q1 | $198K | Sell |
4,035
-5,093
| -56% | -$238K | 0.05% | 141 |
|
|
2013
Q4 | $397K | Sell |
9,128
-300
| -3% | -$14.1K | 0.1% | 104 |
|
|
2013
Q3 | $476K | Buy |
9,428
+4,148
| +79% | +$195K | 0.13% | 95 |
|
|
2013
Q2 | $228K | Buy |
+5,280
| New | +$233K | 0.07% | 114 |
|
Other funds holding LSI
TAL