J.P. Morgan Private Wealth Advisors’s Life Storage, Inc. LSI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,273
| Closed | -$435K | – | 1811 |
|
2023
Q2 | $435K | Sell |
3,273
-198
| -6% | -$26.3K | ﹤0.01% | 1095 |
|
2023
Q1 | $455K | Sell |
3,471
-610
| -15% | -$80K | ﹤0.01% | 1518 |
|
2022
Q4 | $402K | Buy |
4,081
+112
| +3% | +$11K | ﹤0.01% | 1554 |
|
2022
Q3 | $440K | Buy |
+3,969
| New | +$440K | ﹤0.01% | 1518 |
|