CWM
LSI

Concert Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Concert Wealth Management’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-15,900
Closed -$1.25M – 746
2016
Q1 		$1.25M Buy
+15,900
New +$1.16M 0.17% 161
2015
Q3 		– Sell
-15,957
Closed -$987K – 193
2015
Q2 		$925K Buy
+15,957
New +$955K 0.12% 222
2015
Q1 		– Hold
0
– – – 477
2014
Q4 		– Hold
0
– – – 191
2014
Q3 		– Hold
0
– – – 181
2014
Q2 		– Sell
-15,788
Closed -$799K – 181
2014
Q1 		$765K Buy
+15,788
New +$736K 0.1% 187
2013
Q3 		– Hold
0
– – – 169
2013
Q2 		– Hold
0
– – – 174

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