TLFA
LSI

True Link Financial Advisors’s Life Storage, Inc. LSI Stock Holding History

True Link Financial 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
Q3 		– Sell
-1,700
Closed -$226K – 113
2023
Q2 		$226K Hold
1,700
– – 0.03% 110
2023
Q1 		$223K Buy
+1,700
New +$197K 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% -$29.7K 0.03% 239
2021
Q2 		$209K Hold
1,950
– – 0.03% 182
2021
Q1 		$168K Hold
1,950
– – 0.02% 275
2020
Q4 		$155K Buy
+1,950
New +$149K 0.02% 313

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IA
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BTI
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