TRUE Private Wealth Advisors’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,350
| Closed | -$206K | – | 281 |
|
2021
Q4 | $206K | Buy |
+1,350
| New | +$206K | 0.03% | 251 |
|
2021
Q1 | – | Sell |
-1,350
| Closed | -$107K | – | 741 |
|
2020
Q4 | $107K | Hold |
1,350
| – | – | 0.02% | 263 |
|
2020
Q3 | $94K | Hold |
1,350
| – | – | 0.02% | 257 |
|
2020
Q2 | $85K | Hold |
1,350
| – | – | 0.02% | 256 |
|
2020
Q1 | $85K | Hold |
1,350
| – | – | 0.02% | 225 |
|
2019
Q4 | $97K | Buy |
+1,350
| New | +$97K | 0.01% | 294 |
|
2019
Q3 | – | Sell |
-1,350
| Closed | -$85K | – | 767 |
|
2019
Q2 | $85K | Buy |
+1,350
| New | +$85K | 0.01% | 285 |
|