Valley Wealth Managers’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$89 | – | 380 |
|
|
2023
Q1 | $89 | Sell |
1
-39,183
| -100% | -$3.49M | ﹤0.01% | 346 |
|
|
2022
Q4 | $3.86M | Buy |
39,184
+884
| +2% | +$87.1K | 0.36% | 75 |
|
|
2022
Q3 | $4.24M | Sell |
38,300
-295
| -0.8% | -$32.7K | 0.42% | 56 |
|
|
2022
Q2 | $4.31M | Buy |
38,595
+1,298
| +3% | +$145K | 0.4% | 61 |
|
|
2022
Q1 | $5.24M | Sell |
37,297
-530
| -1% | -$74.4K | 0.44% | 52 |
|
|
2021
Q4 | $5.79M | Sell |
37,827
-1,444
| -4% | -$221K | 0.46% | 52 |
|
|
2021
Q3 | $4.51M | Sell |
39,271
-1,867
| -5% | -$214K | 0.39% | 56 |
|
|
2021
Q2 | $4.42M | Buy |
41,138
+650
| +2% | +$69.8K | 0.37% | 58 |
|
|
2021
Q1 | $3.48M | Buy |
40,488
+3,286
| +9% | +$282K | 0.31% | 70 |
|
|
2020
Q4 | $2.96M | Buy |
37,202
+1,019
| +3% | +$81.1K | 0.29% | 68 |
|
|
2020
Q3 | $2.54M | Sell |
36,183
-2,735
| -7% | -$192K | 0.28% | 67 |
|
|
2020
Q2 | $2.46M | Buy |
+38,918
| New | +$2.46M | 0.28% | 77 |
|