JWM
LSI
Janiczek Wealth Management’s Life Storage, Inc. LSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-70
| Closed | -$9.31K | – | 1081 |
|
|
2023
Q2 | $9.31K | Sell |
70
-10
| -13% | -$1.33K | ﹤0.01% | 578 |
|
|
2023
Q1 | $11K | Hold |
80
| – | – | ﹤0.01% | 553 |
|
|
2022
Q4 | $8.28K | Sell |
80
-23
| -22% | -$2.38K | ﹤0.01% | 595 |
|
|
2022
Q3 | $11K | Hold |
103
| – | – | ﹤0.01% | 537 |
|
|
2022
Q2 | $13K | Sell |
103
-7
| -6% | -$883 | ﹤0.01% | 538 |
|
|
2022
Q1 | $15K | Buy |
110
+36
| +49% | +$4.91K | ﹤0.01% | 511 |
|
|
2021
Q4 | $11K | Hold |
74
| – | – | ﹤0.01% | 585 |
|
|
2021
Q3 | $8K | Hold |
74
| – | – | ﹤0.01% | 623 |
|
|
2021
Q2 | $8K | Hold |
74
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $6K | Buy |
74
+24
| +48% | +$1.95K | ﹤0.01% | 629 |
|
|
2020
Q4 | $6K | Buy |
50
+19
| +61% | +$2.28K | ﹤0.01% | 572 |
|
|
2020
Q3 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 485 |
|