EWA
LSI

EverSource Wealth Advisors’s Life Storage, Inc. LSI Stock Holding History

EverSource Wealth Advisors’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
2023
Q3 		– Sell
-23
Closed -$3.06K – 2720
2023
Q2 		$3.06K Hold
23
– – ﹤0.01% 1916
2023
Q1 		$3.02K Buy
23
+4
+21% +$463 ﹤0.01% 1818
2022
Q4 		$1.87K Hold
19
– – ﹤0.01% 1926
2022
Q3 		$2K Buy
+19
New +$2.33K ﹤0.01% 1758

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BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
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BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return