Glassman Wealth Services’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 |
-35
| Closed | -$4.65K | – | 2095 |
|
|
2023
Q2 | $4.65K | Hold |
35
| – | – | ﹤0.01% | 1016 |
|
|
2023
Q1 | $4.59K | Hold |
35
| – | – | ﹤0.01% | 1025 |
|
|
2022
Q4 | $3.45K | Sell |
35
-16
| -31% | -$1.58K | ﹤0.01% | 1127 |
|
|
2022
Q3 | $6K | Hold |
51
| – | – | ﹤0.01% | 971 |
|
|
2022
Q2 | $6K | Buy |
51
+15
| +42% | +$1.77K | ﹤0.01% | 981 |
|
|
2022
Q1 | $5K | Buy |
36
+3
| +9% | +$417 | ﹤0.01% | 1027 |
|
|
2021
Q4 | $5K | Hold |
33
| – | – | ﹤0.01% | 1015 |
|
|
2021
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q1 | $3K | Sell |
33
-12
| -27% | -$1.09K | ﹤0.01% | 1041 |
|
|
2020
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 934 |
|
|
2020
Q3 | $3K | Buy |
45
+12
| +36% | +$800 | ﹤0.01% | 942 |
|
|
2020
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 927 |
|
|
2020
Q1 | $2K | Buy |
33
+19
| +136% | +$1.15K | ﹤0.01% | 775 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1097 |
|
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 970 |
|
|
2019
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 979 |
|
|
2019
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 945 |
|