VFA
LSI
Values First 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 |
-5,388
| Closed | -$716K | – | 182 |
|
|
2023
Q2 | $716K | Buy |
5,388
+162
| +3% | +$21.5K | 0.43% | 71 |
|
|
2023
Q1 | $685K | Buy |
5,226
+213
| +4% | +$27.9K | 0.44% | 69 |
|
|
2022
Q4 | $494K | Buy |
5,013
+67
| +1% | +$6.6K | 0.34% | 82 |
|
|
2022
Q3 | $548K | Buy |
4,946
+218
| +5% | +$24.2K | 0.39% | 76 |
|
|
2022
Q2 | $528K | Sell |
4,728
-193
| -4% | -$21.6K | 0.38% | 83 |
|
|
2022
Q1 | $691K | Buy |
4,921
+183
| +4% | +$25.7K | 0.44% | 73 |
|
|
2021
Q4 | $726K | Sell |
4,738
-471
| -9% | -$72.2K | 0.43% | 74 |
|
|
2021
Q3 | $598K | Buy |
5,209
+213
| +4% | +$24.5K | 0.39% | 82 |
|
|
2021
Q2 | $536K | Sell |
4,996
-117
| -2% | -$12.6K | 0.36% | 97 |
|
|
2021
Q1 | $439K | Buy |
5,113
+1,771
| +53% | +$152K | 0.32% | 97 |
|
|
2020
Q4 | $399K | Sell |
3,342
-66
| -2% | -$7.88K | 0.32% | 106 |
|
|
2020
Q3 | $359K | Buy |
3,408
+598
| +21% | +$63K | 0.33% | 99 |
|
|
2020
Q2 | $267K | Sell |
2,810
-492
| -15% | -$46.7K | 0.26% | 113 |
|
|
2020
Q1 | $312K | Sell |
3,302
-349
| -10% | -$33K | 0.37% | 83 |
|
|
2019
Q4 | $395K | Buy |
+3,651
| New | +$395K | 0.38% | 86 |
|