Sun Life Financial’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,881
| Closed | -$484K | – | 601 |
|
|
2019
Q3 | $484K | Buy |
6,881
+1,065
| +18% | +$74.9K | 0.12% | 101 |
|
|
2019
Q2 | $369K | Hold |
5,816
| – | – | 0.09% | 133 |
|
|
2019
Q1 | $377K | Sell |
5,816
-619
| -10% | -$40.1K | 0.08% | 135 |
|
|
2018
Q4 | $399K | Sell |
6,435
-1,422
| -18% | -$88.2K | 0.08% | 123 |
|
|
2018
Q3 | $498K | Buy |
7,857
+702
| +10% | +$44.5K | 0.09% | 124 |
|
|
2018
Q2 | $464K | Buy |
+7,155
| New | +$464K | 0.07% | 133 |
|