LifePlan Financial Group’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $391K | Hold |
5,574
| – | – | 0.17% | 93 |
|
|
2020
Q2 | $353K | Hold |
5,574
| – | – | 0.16% | 94 |
|
|
2020
Q1 | $351K | Hold |
5,574
| – | – | 0.19% | 88 |
|
|
2019
Q4 | $402K | Hold |
5,574
| – | – | 0.18% | 92 |
|
|
2019
Q3 | $392K | Hold |
5,574
| – | – | 0.18% | 89 |
|
|
2019
Q2 | $353K | Hold |
5,574
| – | – | 0.17% | 92 |
|
|
2019
Q1 | $361K | Hold |
5,574
| – | – | 0.19% | 87 |
|
|
2018
Q4 | $346K | Hold |
5,574
| – | – | 0.22% | 76 |
|
|
2018
Q3 | $354K | Hold |
5,574
| – | – | 0.19% | 87 |
|
|
2018
Q2 | $362K | Hold |
5,574
| – | – | 0.2% | 80 |
|
|
2018
Q1 | $310K | Hold |
5,574
| – | – | 0.18% | 87 |
|
|
2017
Q4 | $304K | Hold |
5,574
| – | – | 0.19% | 88 |
|
|
2017
Q3 | $304K | Sell |
5,574
-653
| -10% | -$35.6K | 0.19% | 88 |
|
|
2017
Q2 | $308K | Hold |
6,227
| – | – | 0.21% | 85 |
|
|
2017
Q1 | $341K | Buy |
6,227
+371
| +6% | +$20.3K | 0.24% | 79 |
|
|
2016
Q4 | $333K | Buy |
+5,856
| New | +$333K | 0.23% | 86 |
|
|
2016
Q3 | – | Sell |
-5,600
| Closed | -$392K | – | 112 |
|
|
2016
Q2 | $392K | Sell |
5,600
-492
| -8% | -$34.4K | 0.27% | 65 |
|
|
2016
Q1 | $479K | Hold |
6,092
| – | – | 0.34% | 50 |
|
|
2015
Q4 | $436K | Hold |
6,092
| – | – | 0.31% | 51 |
|
|
2015
Q3 | $383K | Buy |
6,092
+1,113
| +22% | +$70K | 0.28% | 62 |
|
|
2015
Q2 | $288K | Buy |
4,979
+128
| +3% | +$7.4K | 0.19% | 79 |
|
|
2015
Q1 | $304K | Buy |
4,851
+613
| +14% | +$38.4K | 0.2% | 59 |
|
|
2014
Q4 | $246K | Buy |
+4,238
| New | +$246K | 0.16% | 66 |
|
|
2014
Q2 | – | Sell |
-1,956
| Closed | -$96K | – | 238 |
|
|
2014
Q1 | $96K | Buy |
1,956
+559
| +40% | +$27.4K | 0.08% | 86 |
|
|
2013
Q4 | $61K | Hold |
1,397
| – | – | 0.04% | 105 |
|
|
2013
Q3 | $70K | Buy |
+1,397
| New | +$70K | 0.06% | 90 |
|