TLFA
LSI
True Link Financial Advisors’s Life Storage, Inc. LSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,700
| Closed | -$226K | – | 113 |
|
|
2023
Q2 | $226K | Hold |
1,700
| – | – | 0.03% | 110 |
|
|
2023
Q1 | $223K | Buy |
+1,700
| New | +$223K | 0.03% | 116 |
|
|
2022
Q2 | – | Sell |
-1,700
| Closed | -$239K | – | 138 |
|
|
2022
Q1 | $239K | Hold |
1,700
| – | – | 0.03% | 117 |
|
|
2021
Q4 | $260K | Hold |
1,700
| – | – | 0.03% | 201 |
|
|
2021
Q3 | $195K | Sell |
1,700
-250
| -13% | -$28.7K | 0.03% | 239 |
|
|
2021
Q2 | $209K | Hold |
1,950
| – | – | 0.03% | 182 |
|
|
2021
Q1 | $168K | Buy |
1,950
+650
| +50% | +$56K | 0.02% | 275 |
|
|
2020
Q4 | $155K | Buy |
+1,300
| New | +$155K | 0.02% | 313 |
|