Spire 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 |
-3,432
| Closed | -$456K | – | 2505 |
|
|
2023
Q2 | $456K | Sell |
3,432
-33
| -1% | -$4.39K | 0.02% | 512 |
|
|
2023
Q1 | $454K | Buy |
3,465
+2,637
| +318% | +$305K | 0.02% | 515 |
|
|
2022
Q4 | $82K | Buy |
828
+728
| +728% | +$76.3K | ﹤0.01% | 813 |
|
|
2022
Q3 | $11K | Sell |
100
-5,131
| -98% | -$630K | ﹤0.01% | 1553 |
|
|
2022
Q2 | $584K | Buy |
5,231
+737
| +16% | +$91K | 0.02% | 432 |
|
|
2022
Q1 | $631K | Sell |
4,494
-221
| -5% | -$29.8K | 0.02% | 507 |
|
|
2021
Q4 | $722K | Sell |
4,715
-262
| -5% | -$35K | 0.02% | 582 |
|
|
2021
Q3 | $571K | Sell |
4,977
-1,179
| -19% | -$140K | 0.02% | 553 |
|
|
2021
Q2 | $661K | Sell |
6,156
-1,404
| -19% | -$138K | 0.02% | 534 |
|
|
2021
Q1 | $116K | Buy |
+7,560
| New | +$628K | ﹤0.01% | 1339 |
|