Cetera Advisors’s Life Storage, Inc. LSI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,110
| Closed | -$414K | – | 1804 |
|
2023
Q2 | $414K | Buy |
3,110
+74
| +2% | +$9.84K | 0.01% | 1155 |
|
2023
Q1 | $398K | Buy |
3,036
+38
| +1% | +$4.98K | 0.01% | 1137 |
|
2022
Q4 | $295K | Buy |
2,998
+104
| +4% | +$10.2K | 0.01% | 1244 |
|
2022
Q3 | $321K | Hold |
2,894
| – | – | 0.01% | 952 |
|
2022
Q2 | $323K | Buy |
2,894
+300
| +12% | +$33.5K | 0.01% | 1013 |
|
2022
Q1 | $364K | Buy |
2,594
+15
| +0.6% | +$2.11K | 0.01% | 1016 |
|
2021
Q4 | $395K | Hold |
2,579
| – | – | 0.01% | 988 |
|
2021
Q3 | $296K | Hold |
2,579
| – | – | 0.01% | 1112 |
|
2021
Q2 | $277K | Buy |
+2,579
| New | +$277K | 0.01% | 1088 |
|
2016
Q4 | – | Sell |
-3,402
| Closed | -$201K | – | 820 |
|
2016
Q3 | $201K | Hold |
3,402
| – | – | 0.02% | 680 |
|
2016
Q2 | $240K | Buy |
3,402
+90
| +3% | +$6.35K | 0.02% | 630 |
|
2016
Q1 | $260K | Sell |
3,312
-38
| -1% | -$2.98K | 0.02% | 562 |
|
2015
Q4 | $240K | Buy |
+3,350
| New | +$240K | 0.02% | 597 |
|