Carson Wealth (CWM LLC)’s Life Storage, Inc. LSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,077
| Closed | -$143K | – | 4662 |
|
|
2023
Q2 | $143K | Sell |
1,077
-116
| -10% | -$15.4K | ﹤0.01% | 1387 |
|
|
2023
Q1 | $156K | Buy |
1,193
+157
| +15% | +$20.5K | ﹤0.01% | 1301 |
|
|
2022
Q4 | $102K | Buy |
1,036
+160
| +18% | +$15.8K | ﹤0.01% | 1373 |
|
|
2022
Q3 | $97K | Buy |
876
+194
| +28% | +$21.5K | ﹤0.01% | 1342 |
|
|
2022
Q2 | $76K | Buy |
682
+155
| +29% | +$17.3K | ﹤0.01% | 1430 |
|
|
2022
Q1 | $74K | Sell |
527
-102
| -16% | -$14.3K | ﹤0.01% | 1444 |
|
|
2021
Q4 | $96K | Buy |
+629
| New | +$96K | ﹤0.01% | 1309 |
|
|
2021
Q2 | $62K | Hold |
578
| – | – | ﹤0.01% | 1312 |
|
|
2021
Q1 | $62K | Sell |
578
-289
| -33% | -$31K | ﹤0.01% | 1312 |
|
|
2020
Q4 | $62K | Hold |
867
| – | – | ﹤0.01% | 1312 |
|
|
2020
Q3 | $62K | Hold |
867
| – | – | ﹤0.01% | 1312 |
|
|
2020
Q2 | $62K | Hold |
867
| – | – | ﹤0.01% | 1312 |
|
|
2020
Q1 | $62K | Hold |
867
| – | – | ﹤0.01% | 1312 |
|
|
2019
Q4 | $62K | Hold |
867
| – | – | ﹤0.01% | 1312 |
|
|
2019
Q3 | $62K | Hold |
867
| – | – | ﹤0.01% | 1312 |
|
|
2019
Q2 | $62K | Hold |
867
| – | – | ﹤0.01% | 1312 |
|
|
2019
Q1 | $62K | Buy |
+867
| New | +$62K | ﹤0.01% | 1312 |
|
|
2018
Q1 | – | Sell |
-36
| Closed | -$2K | – | 1565 |
|
|
2017
Q4 | $2K | Sell |
36
-14
| -28% | -$778 | ﹤0.01% | 1305 |
|
|
2017
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1239 |
|