PWM
LSI

Perigon Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Perigon Wealth Management’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,725
Closed -$233K – 735
2017
Q2 		$233K Buy
4,725
+1,200
+34% +$59.2K 0.05% 240
2017
Q1 		$193K Buy
+3,525
New +$193K 0.04% 257