McKinley Carter 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 |
-4,082
| Closed | -$543K | – | 302 |
|
|
2023
Q2 | $543K | Hold |
4,082
| – | – | 0.04% | 199 |
|
|
2023
Q1 | $535K | Hold |
4,082
| – | – | 0.04% | 196 |
|
|
2022
Q4 | $402K | Hold |
4,082
| – | – | 0.03% | 223 |
|
|
2022
Q3 | $452K | Hold |
4,082
| – | – | 0.04% | 191 |
|
|
2022
Q2 | $456K | Hold |
4,082
| – | – | 0.04% | 206 |
|
|
2022
Q1 | $573K | Hold |
4,082
| – | – | 0.04% | 187 |
|
|
2021
Q4 | $625K | Sell |
4,082
-31
| -0.8% | -$4.75K | 0.05% | 173 |
|
|
2021
Q3 | $472K | Sell |
4,113
-1
| -0% | -$115 | 0.04% | 191 |
|
|
2021
Q2 | $442K | Sell |
4,114
-953
| -19% | -$102K | 0.04% | 200 |
|
|
2021
Q1 | $436K | Sell |
5,067
-507
| -9% | -$43.6K | 0.04% | 202 |
|
|
2020
Q4 | $444K | Buy |
+5,574
| New | +$444K | 0.06% | 174 |
|