Sterling Investment Counsel’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 |
-3,087
| Closed | -$410K | – | 164 |
|
|
2023
Q2 | $410K | Sell |
3,087
-40
| -1% | -$5.32K | 0.22% | 83 |
|
|
2023
Q1 | $410K | Sell |
3,127
-75
| -2% | -$9.83K | 0.24% | 80 |
|
|
2022
Q4 | $315K | Hold |
3,202
| – | – | 0.19% | 107 |
|
|
2022
Q3 | $355K | Hold |
3,202
| – | – | 0.26% | 78 |
|
|
2022
Q2 | $358K | Sell |
3,202
-449
| -12% | -$50.2K | 0.27% | 89 |
|
|
2022
Q1 | $513K | Buy |
+3,651
| New | +$513K | 0.35% | 63 |
|