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SWA
LSI
Sutton Wealth Advisors’s
Life Storage, Inc.
LSI
Stock Holding History
Sutton Wealth Advisors’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
2023
Q1
–
Sell
-4
Closed
-$394
–
1658
2022
Q4
$394
Sell
4
-8
-67%
-$838
﹤0.01%
1532
2022
Q3
$1.33K
Sell
12
-1
-8%
-$123
﹤0.01%
1236
2022
Q2
$1.45K
Buy
13
+8
+160%
+$988
﹤0.01%
1222
2022
Q1
$702
Sell
5
-4
-44%
-$539
﹤0.01%
1425
2021
Q4
$1.38K
Buy
+9
New
+$1.2K
﹤0.01%
1255
2019
Q2
–
Sell
-1,731
Closed
-$112K
–
1242
2019
Q1
$112K
Buy
+1,731
New
+$111K
0.07%
195
2018
Q4
–
Sell
-225
Closed
-$14.3K
–
1209
2018
Q3
$14.3K
Hold
225
–
–
0.01%
698
2018
Q2
$14.6K
Hold
225
–
–
0.01%
720
2018
Q1
$12.5K
Sell
225
-149
-40%
-$8.14K
0.01%
746
2017
Q4
$22.2K
Buy
374
+149
+66%
+$8.57K
0.02%
520
2017
Q3
$12.3K
Hold
225
–
–
0.01%
713
2017
Q2
$11.1K
Hold
225
–
–
0.01%
722
2017
Q1
$12.3K
Hold
225
–
–
0.01%
658
2016
Q4
$12.8K
Sell
225
-251
-53%
-$13.9K
0.01%
628
2016
Q3
$28.2K
Buy
+476
New
+$30.5K
0.03%
371
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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