SWM
LSI

Sugarloaf Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Sugarloaf Wealth Management’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-180
Closed -$11K – 740
2020
Q1 		$11K Hold
180
– – ﹤0.01% 428
2019
Q4 		$13K Buy
+180
New +$12.9K 0.01% 443

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CIM
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Sugarloaf Wealth Management's LSI Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of Life Storage, Inc. (LSI) in Q2 2020, closing a stake of 180 shares — an estimated $11K sold.

Sugarloaf Wealth Management first reported a position in LSI in Q4 2019 and held it in 2 quarters. The position peaked at $13K in Q4 2019. 317 funds tracked by Wall St. Rank hold LSI as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining Life Storage, Inc. position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 180 Life Storage, Inc. shares in Q2 2020, an estimated $11K.
  • Sugarloaf Wealth Management first reported a position in Life Storage, Inc. in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Life Storage, Inc. position peaked at $13K in Q4 2019.
  • 317 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.