Level Four Advisory Services’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,412
| Closed | -$321K | – | 881 |
|
|
2023
Q2 | $321K | Sell |
2,412
-892
| -27% | -$119K | 0.02% | 601 |
|
|
2023
Q1 | $433K | Buy |
3,304
+950
| +40% | +$110K | 0.03% | 462 |
|
|
2022
Q4 | $232K | Hold |
2,354
| – | – | 0.02% | 582 |
|
|
2022
Q3 | $261K | Sell |
2,354
-9
| -0.4% | -$1.1K | 0.03% | 453 |
|
|
2022
Q2 | $264K | Buy |
2,363
+9
| +0.4% | +$1.11K | 0.02% | 471 |
|
|
2022
Q1 | $331K | Hold |
2,354
| – | – | 0.03% | 492 |
|
|
2021
Q4 | $361K | Buy |
2,354
+82
| +4% | +$11K | 0.03% | 476 |
|
|
2021
Q3 | $261K | Sell |
2,272
-82
| -3% | -$9.75K | 0.03% | 411 |
|
|
2021
Q2 | $253K | Buy |
2,354
+1
| +0% | +$98 | 0.02% | 578 |
|
|
2021
Q1 | $202K | Buy |
+2,353
| New | +$196K | 0.02% | 608 |
|