Stratos Wealth Partners’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 |
-2,366
| Closed | -$315K | – | 1341 |
|
|
2023
Q2 | $315K | Buy |
2,366
+503
| +27% | +$66.9K | 0.01% | 939 |
|
|
2023
Q1 | $244K | Sell |
1,863
-240
| -11% | -$31.5K | 0.01% | 955 |
|
|
2022
Q4 | $207K | Sell |
2,103
-60
| -3% | -$5.91K | 0.01% | 1030 |
|
|
2022
Q3 | $240K | Buy |
2,163
+33
| +2% | +$3.66K | 0.01% | 951 |
|
|
2022
Q2 | $238K | Sell |
2,130
-3,401
| -61% | -$380K | 0.01% | 1029 |
|
|
2022
Q1 | $777K | Buy |
5,531
+117
| +2% | +$16.4K | 0.02% | 639 |
|
|
2021
Q4 | $829K | Sell |
5,414
-11
| -0.2% | -$1.68K | 0.02% | 617 |
|
|
2021
Q3 | $623K | Sell |
5,425
-177
| -3% | -$20.3K | 0.02% | 680 |
|
|
2021
Q2 | $601K | Buy |
5,602
+121
| +2% | +$13K | 0.02% | 714 |
|
|
2021
Q1 | $471K | Buy |
5,481
+3
| +0.1% | +$258 | 0.01% | 730 |
|
|
2020
Q4 | $436K | Sell |
5,478
-479
| -8% | -$38.1K | 0.01% | 720 |
|
|
2020
Q3 | $418K | Buy |
5,957
+8
| +0.1% | +$561 | 0.01% | 676 |
|
|
2020
Q2 | $377K | Sell |
5,949
-131
| -2% | -$8.3K | 0.01% | 697 |
|
|
2020
Q1 | $383K | Buy |
6,080
+8
| +0.1% | +$504 | 0.02% | 608 |
|
|
2019
Q4 | $438K | Buy |
6,072
+750
| +14% | +$54.1K | 0.02% | 633 |
|
|
2019
Q3 | $374K | Sell |
5,322
-150
| -3% | -$10.5K | 0.02% | 655 |
|
|
2019
Q2 | $347K | Buy |
5,472
+360
| +7% | +$22.8K | 0.02% | 685 |
|
|
2019
Q1 | $331K | Sell |
5,112
-407
| -7% | -$26.4K | 0.01% | 670 |
|
|
2018
Q4 | $342K | Hold |
5,519
| – | – | 0.02% | 630 |
|
|
2018
Q3 | $350K | Buy |
5,519
+1,125
| +26% | +$71.3K | 0.02% | 654 |
|
|
2018
Q2 | $285K | Sell |
4,394
-2,278
| -34% | -$148K | 0.01% | 766 |
|
|
2018
Q1 | $371K | Buy |
6,672
+3,867
| +138% | +$215K | 0.02% | 653 |
|
|
2017
Q4 | $167K | Buy |
+2,805
| New | +$167K | 0.01% | 954 |
|