Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-15,900
| Closed | -$1.25M | – | 731 |
|
|
2016
Q1 | $1.25M | Buy |
+15,900
| New | +$1.25M | 0.17% | 161 |
|
|
2015
Q4 | – | Hold |
0
| – | -$1M | – | 752 |
|
|
2015
Q3 | – | Sell |
-15,957
| Closed | -$925K | – | 193 |
|
|
2015
Q2 | $925K | Buy |
+15,957
| New | +$925K | 0.12% | 222 |
|
|
2015
Q1 | – | Hold |
0
| – | -$921K | – | 476 |
|
|
2014
Q4 | – | Hold |
0
| – | -$782K | – | 191 |
|
|
2014
Q3 | – | Hold |
0
| – | -$808K | – | 181 |
|
|
2014
Q2 | – | Sell |
-15,788
| Closed | -$765K | – | 181 |
|
|
2014
Q1 | $765K | Buy |
+15,788
| New | +$765K | 0.1% | 187 |
|
|
2013
Q4 | – | Hold |
0
| – | -$797K | – | 578 |
|
|
2013
Q3 | – | Hold |
0
| – | -$683K | – | 169 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 174 |
|