Gideon Capital Advisors’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,193
| Closed | -$508K | – | 544 |
|
|
2018
Q4 | $508K | Buy |
8,193
+4,348
| +113% | +$270K | 0.21% | 150 |
|
|
2018
Q3 | $244K | Sell |
3,845
-960
| -20% | -$60.9K | 0.11% | 278 |
|
|
2018
Q2 | $312K | Buy |
+4,805
| New | +$312K | 0.16% | 248 |
|
|
2016
Q3 | – | Sell |
-14,991
| Closed | -$1.05M | – | 294 |
|
|
2016
Q2 | $1.05M | Buy |
+14,991
| New | +$1.05M | 0.61% | 54 |
|