Rowland Carmichael Advisors’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,500
| Closed | -$292K | – | 366 |
|
|
2018
Q2 | $292K | Hold |
4,500
| – | – | 0.12% | 195 |
|
|
2018
Q1 | $251K | Hold |
4,500
| – | – | 0.14% | 204 |
|
|
2017
Q4 | $267K | Hold |
4,500
| – | – | 0.14% | 199 |
|
|
2017
Q3 | $245K | Sell |
4,500
-4,350
| -49% | -$237K | 0.14% | 201 |
|
|
2017
Q2 | $437K | Hold |
8,850
| – | – | 0.25% | 124 |
|
|
2017
Q1 | $485K | Hold |
8,850
| – | – | 0.29% | 111 |
|
|
2016
Q4 | $503K | Hold |
8,850
| – | – | 0.3% | 110 |
|
|
2016
Q3 | $525K | Buy |
+8,850
| New | +$525K | 0.33% | 98 |
|