CAG
LSI
Curtis Advisory Group’s Life Storage, Inc. LSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,080
| Closed | -$277K | – | 94 |
|
|
2023
Q2 | $277K | Sell |
2,080
-393
| -16% | -$52.3K | 0.09% | 73 |
|
|
2023
Q1 | $324K | Buy |
2,473
+129
| +6% | +$16.9K | 0.12% | 67 |
|
|
2022
Q4 | $231K | Sell |
2,344
-146
| -6% | -$14.4K | 0.09% | 80 |
|
|
2022
Q3 | $276K | Hold |
2,490
| – | – | 0.11% | 73 |
|
|
2022
Q2 | $278K | Sell |
2,490
-238
| -9% | -$26.6K | 0.11% | 73 |
|
|
2022
Q1 | $383K | Sell |
2,728
-397
| -13% | -$55.7K | 0.13% | 55 |
|
|
2021
Q4 | $479K | Hold |
3,125
| – | – | 0.16% | 53 |
|
|
2021
Q3 | $359K | Hold |
3,125
| – | – | 0.13% | 52 |
|
|
2021
Q2 | $335K | Buy |
3,125
+411
| +15% | +$44.1K | 0.15% | 56 |
|
|
2021
Q1 | $233K | Buy |
2,714
+739
| +37% | +$63.4K | 0.1% | 65 |
|
|
2020
Q4 | $236K | Buy |
+1,975
| New | +$236K | 0.11% | 64 |
|