Carroll Financial Associates’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19
| Closed | -$2K | – | 2025 |
|
|
2021
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1591 |
|
|
2020
Q3 | – | Sell |
-1,350
| Closed | -$85K | – | 1757 |
|
|
2020
Q2 | $85K | Sell |
1,350
-837
| -38% | -$52.7K | 0.01% | 512 |
|
|
2020
Q1 | $137K | Sell |
2,187
-1,871
| -46% | -$117K | 0.01% | 363 |
|
|
2019
Q4 | $292K | Sell |
4,058
-625
| -13% | -$45K | 0.02% | 285 |
|
|
2019
Q3 | $329K | Buy |
4,683
+72
| +2% | +$5.06K | 0.03% | 277 |
|
|
2019
Q2 | $292K | Buy |
4,611
+3,261
| +242% | +$207K | 0.03% | 286 |
|
|
2019
Q1 | $87K | Hold |
1,350
| – | – | 0.01% | 476 |
|
|
2018
Q4 | $82K | Hold |
1,350
| – | – | 0.01% | 415 |
|
|
2018
Q3 | $85K | Hold |
1,350
| – | – | 0.01% | 428 |
|
|
2018
Q2 | $87K | Hold |
1,350
| – | – | 0.01% | 413 |
|
|
2018
Q1 | $75K | Hold |
1,350
| – | – | 0.01% | 430 |
|
|
2017
Q4 | $80K | Hold |
1,350
| – | – | 0.01% | 415 |
|
|
2017
Q3 | $73K | Hold |
1,350
| – | – | 0.01% | 419 |
|
|
2017
Q2 | $66K | Hold |
1,350
| – | – | 0.01% | 439 |
|
|
2017
Q1 | $73K | Hold |
1,350
| – | – | 0.01% | 414 |
|
|
2016
Q4 | $76K | Hold |
1,350
| – | – | 0.01% | 393 |
|
|
2016
Q3 | $80K | Hold |
1,350
| – | – | 0.01% | 385 |
|
|
2016
Q2 | $94K | Hold |
1,350
| – | – | 0.02% | 345 |
|
|
2016
Q1 | $106K | Hold |
1,350
| – | – | 0.02% | 304 |
|
|
2015
Q4 | $96K | Hold |
1,350
| – | – | 0.02% | 298 |
|
|
2015
Q3 | $88K | Hold |
1,350
| – | – | 0.02% | 300 |
|
|
2015
Q2 | $78K | Hold |
1,350
| – | – | 0.02% | 306 |
|
|
2015
Q1 | $85K | Buy |
+1,350
| New | +$85K | 0.04% | 205 |
|