JWCA
LSI
J.W. Coons 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 |
-4,637
| Closed | -$617K | – | 234 |
|
|
2023
Q2 | $617K | Hold |
4,637
| – | – | 0.17% | 127 |
|
|
2023
Q1 | $608K | Sell |
4,637
-185
| -4% | -$24.3K | 0.17% | 128 |
|
|
2022
Q4 | $475K | Buy |
4,822
+1,255
| +35% | +$124K | 0.14% | 144 |
|
|
2022
Q3 | $395K | Sell |
3,567
-205
| -5% | -$22.7K | 0.15% | 147 |
|
|
2022
Q2 | $419K | Sell |
3,772
-2,620
| -41% | -$291K | 0.15% | 155 |
|
|
2022
Q1 | $904K | Sell |
6,392
-88
| -1% | -$12.4K | 0.27% | 95 |
|
|
2021
Q4 | $992K | Sell |
6,480
-113
| -2% | -$17.3K | 0.3% | 83 |
|
|
2021
Q3 | $753K | Buy |
6,593
+289
| +5% | +$33K | 0.26% | 99 |
|
|
2021
Q2 | $672K | Sell |
6,304
-321
| -5% | -$34.2K | 0.24% | 110 |
|
|
2021
Q1 | $568K | Buy |
6,625
+2,311
| +54% | +$198K | 0.2% | 127 |
|
|
2020
Q4 | $516K | Buy |
4,314
+1,886
| +78% | +$226K | 0.2% | 122 |
|
|
2020
Q3 | $259K | Buy |
2,428
+45
| +2% | +$4.8K | 0.11% | 165 |
|
|
2020
Q2 | $222K | Buy |
+2,383
| New | +$222K | 0.1% | 179 |
|