Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,251
| Closed | -$299K | – | 2161 |
|
|
2023
Q2 | $299K | Hold |
2,251
| – | – | 0.02% | 590 |
|
|
2023
Q1 | $295K | Hold |
2,251
| – | – | 0.02% | 556 |
|
|
2022
Q4 | $222K | Hold |
2,251
| – | – | 0.01% | 601 |
|
|
2022
Q3 | $249K | Hold |
2,251
| – | – | 0.02% | 552 |
|
|
2022
Q2 | $260K | Hold |
2,251
| – | – | 0.01% | 659 |
|
|
2022
Q1 | $316K | Hold |
2,251
| – | – | 0.01% | 651 |
|
|
2021
Q4 | $344K | Hold |
2,251
| – | – | 0.01% | 691 |
|
|
2021
Q3 | $260K | Hold |
2,251
| – | – | 0.01% | 756 |
|
|
2021
Q2 | $245K | Hold |
2,251
| – | – | 0.01% | 771 |
|
|
2021
Q1 | $216K | Sell |
2,251
-1,126
| -33% | -$108K | 0.01% | 933 |
|
|
2020
Q4 | $194K | Buy |
3,377
+1,124
| +50% | +$64.6K | 0.01% | 838 |
|
|
2020
Q3 | $158K | Hold |
2,253
| – | – | 0.01% | 772 |
|
|
2020
Q2 | $137K | Hold |
2,253
| – | – | 0.01% | 786 |
|
|
2020
Q1 | $140K | Hold |
2,253
| – | – | 0.01% | 733 |
|
|
2019
Q4 | $161K | Hold |
2,253
| – | – | 0.01% | 781 |
|
|
2019
Q3 | $158K | Hold |
2,253
| – | – | 0.01% | 735 |
|
|
2019
Q2 | $142K | Hold |
2,253
| – | – | 0.01% | 789 |
|
|
2019
Q1 | $146K | Buy |
2,253
+288
| +15% | +$18.7K | 0.01% | 747 |
|
|
2018
Q4 | $121K | Sell |
1,965
-600
| -23% | -$36.9K | 0.01% | 775 |
|
|
2018
Q3 | $162K | Buy |
2,565
+757
| +42% | +$47.8K | 0.01% | 718 |
|
|
2018
Q2 | $117K | Sell |
1,808
-843
| -32% | -$54.6K | 0.01% | 733 |
|
|
2018
Q1 | $147K | Sell |
2,651
-301
| -10% | -$16.7K | 0.01% | 626 |
|
|
2017
Q4 | $175K | Sell |
2,952
-1,239
| -30% | -$73.5K | 0.02% | 577 |
|
|
2017
Q3 | $228K | Buy |
4,191
+691
| +20% | +$37.6K | 0.02% | 477 |
|
|
2017
Q2 | $172K | Sell |
3,500
-240
| -6% | -$11.8K | 0.02% | 535 |
|
|
2017
Q1 | $204K | Buy |
3,740
+728
| +24% | +$39.7K | 0.02% | 476 |
|
|
2016
Q4 | $171K | Buy |
3,012
+1,372
| +84% | +$77.9K | 0.02% | 490 |
|
|
2016
Q3 | $97K | Buy |
+1,640
| New | +$97K | 0.01% | 611 |
|