Kestra Private 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 |
-2,114
| Closed | -$281K | – | 1223 |
|
|
2023
Q2 | $281K | Buy |
2,114
+4
| +0.2% | +$532 | 0.01% | 843 |
|
|
2023
Q1 | $277K | Sell |
2,110
-71
| -3% | -$9.31K | 0.01% | 819 |
|
|
2022
Q4 | $215K | Sell |
2,181
-146
| -6% | -$14.4K | 0.01% | 781 |
|
|
2022
Q3 | $258K | Buy |
2,327
+3
| +0.1% | +$333 | 0.01% | 696 |
|
|
2022
Q2 | $260K | Buy |
2,324
+2
| +0.1% | +$224 | 0.01% | 703 |
|
|
2022
Q1 | $326K | Buy |
+2,322
| New | +$326K | 0.02% | 713 |
|