FM
LSI
Forward Management’s Life Storage, Inc. LSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-9,747
| Closed | -$1.15M | – | 252 |
|
|
2016
Q1 | $1.15M | Buy |
9,747
+4,500
| +86% | +$531K | 0.09% | 109 |
|
|
2015
Q4 | $563K | Hold |
5,247
| – | – | 0.05% | 185 |
|
|
2015
Q3 | $495K | Sell |
5,247
-3,000
| -36% | -$283K | 0.04% | 201 |
|
|
2015
Q2 | $717K | Hold |
8,247
| – | – | 0.04% | 225 |
|
|
2015
Q1 | $775K | Sell |
8,247
-6,400
| -44% | -$601K | 0.05% | 201 |
|
|
2014
Q4 | $1.28M | Hold |
14,647
| – | – | 0.07% | 150 |
|
|
2014
Q3 | $1.09M | Hold |
14,647
| – | – | 0.07% | 161 |
|
|
2014
Q2 | $1.13M | Sell |
14,647
-10,900
| -43% | -$842K | 0.07% | 139 |
|
|
2014
Q1 | $1.88M | Buy |
25,547
+6,847
| +37% | +$503K | 0.11% | 116 |
|
|
2013
Q4 | $1.22M | Buy |
18,700
+12,000
| +179% | +$782K | 0.07% | 129 |
|
|
2013
Q3 | $507K | Hold |
6,700
| – | – | 0.03% | 217 |
|
|
2013
Q2 | $434K | Buy |
+6,700
| New | +$434K | 0.04% | 234 |
|