Carson Wealth (CWM LLC)’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 |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $156K | Buy |
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|
2022
Q4 | $102K | Buy |
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|
2022
Q3 | $97K | Buy |
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|
2022
Q2 | $76K | Buy |
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|
2022
Q1 | $74K | Sell |
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|
2021
Q4 | $96K | Buy |
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|
2021
Q2 | $62K | Hold |
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|
2021
Q1 | $62K | Sell |
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|
2020
Q4 | $62K | Hold |
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|
2020
Q3 | $62K | Hold |
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|
2020
Q2 | $62K | Hold |
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|
2020
Q1 | $62K | Hold |
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|
2019
Q4 | $62K | Hold |
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|
2019
Q3 | $62K | Hold |
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|
2019
Q2 | $62K | Hold |
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|
2019
Q1 | $62K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Sell |
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|
2017
Q3 | $3K | Buy |
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