Cetera Advisors’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 |
-3,110
| Closed | -$414K | – | 1819 |
|
|
2023
Q2 | $414K | Buy |
3,110
+74
| +2% | +$9.84K | 0.01% | 1155 |
|
|
2023
Q1 | $398K | Buy |
3,036
+38
| +1% | +$4.4K | 0.01% | 1137 |
|
|
2022
Q4 | $295K | Buy |
2,998
+104
| +4% | +$10.9K | 0.01% | 1244 |
|
|
2022
Q3 | $321K | Hold |
2,894
| – | – | 0.01% | 952 |
|
|
2022
Q2 | $323K | Buy |
2,894
+300
| +12% | +$37K | 0.01% | 1013 |
|
|
2022
Q1 | $364K | Buy |
2,594
+15
| +0.6% | +$2.02K | 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 | +$254K | 0.01% | 1088 |
|
|
2016
Q4 | – | Sell |
-3,402
| Closed | -$201K | – | 825 |
|
|
2016
Q3 | $201K | Hold |
3,402
| – | – | 0.02% | 680 |
|
|
2016
Q2 | $240K | Buy |
3,402
+90
| +3% | +$6.54K | 0.02% | 630 |
|
|
2016
Q1 | $260K | Sell |
3,312
-38
| -1% | -$2.77K | 0.02% | 562 |
|
|
2015
Q4 | $240K | Buy |
+3,350
| New | +$224K | 0.02% | 597 |
|