Sheets Smith Wealth Management’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 |
-1,800
| Closed | -$239K | – | 503 |
|
|
2023
Q2 | $239K | Hold |
1,800
| – | – | 0.04% | 295 |
|
|
2023
Q1 | $236K | Buy |
+1,800
| New | +$208K | 0.04% | 286 |
|
|
2022
Q3 | – | Sell |
-1,800
| Closed | -$201K | – | 314 |
|
|
2022
Q2 | $201K | Hold |
1,800
| – | – | 0.03% | 290 |
|
|
2022
Q1 | $253K | Hold |
1,800
| – | – | 0.03% | 303 |
|
|
2021
Q4 | $276K | Hold |
1,800
| – | – | 0.03% | 318 |
|
|
2021
Q3 | $207K | Buy |
+1,800
| New | +$214K | 0.03% | 348 |
|
|
2016
Q2 | – | Sell |
-2,700
| Closed | -$212K | – | 269 |
|
|
2016
Q1 | $212K | Buy |
+2,700
| New | +$197K | 0.07% | 216 |
|
|
2014
Q3 | – | Sell |
-3,900
| Closed | -$201K | – | 280 |
|
|
2014
Q2 | $201K | Buy |
+3,900
| New | +$197K | 0.05% | 247 |
|
|
2014
Q1 | – | Sell |
-5,250
| Closed | -$228K | – | 284 |
|
|
2013
Q4 | $228K | Hold |
5,250
| – | – | 0.06% | 231 |
|
|
2013
Q3 | $265K | Hold |
5,250
| – | – | 0.09% | 204 |
|
|
2013
Q2 | $227K | Buy |
+5,250
| New | +$232K | 0.08% | 207 |
|