Coldstream Capital Management’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,016
| Closed | -$268K | – | 864 |
|
|
2023
Q2 | $268K | Buy |
2,016
+133
| +7% | +$17.7K | 0.01% | 666 |
|
|
2023
Q1 | $247K | Buy |
+1,883
| New | +$247K | 0.01% | 692 |
|
|
2022
Q2 | – | Sell |
-1,531
| Closed | -$215K | – | 861 |
|
|
2022
Q1 | $215K | Sell |
1,531
-101
| -6% | -$14.2K | 0.01% | 717 |
|
|
2021
Q4 | $250K | Buy |
+1,632
| New | +$250K | 0.01% | 697 |
|