Values First Advisors’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,388
| Closed | -$716K | – | 182 |
|
|
2023
Q2 | $716K | Buy |
5,388
+162
| +3% | +$21.6K | 0.43% | 71 |
|
|
2023
Q1 | $685K | Buy |
5,226
+213
| +4% | +$24.6K | 0.44% | 69 |
|
|
2022
Q4 | $494K | Buy |
5,013
+67
| +1% | +$7.02K | 0.34% | 82 |
|
|
2022
Q3 | $548K | Buy |
4,946
+218
| +5% | +$26.8K | 0.39% | 76 |
|
|
2022
Q2 | $528K | Sell |
4,728
-193
| -4% | -$23.8K | 0.38% | 83 |
|
|
2022
Q1 | $691K | Buy |
4,921
+183
| +4% | +$24.6K | 0.44% | 73 |
|
|
2021
Q4 | $726K | Sell |
4,738
-471
| -9% | -$62.9K | 0.43% | 74 |
|
|
2021
Q3 | $598K | Buy |
5,209
+213
| +4% | +$25.3K | 0.39% | 82 |
|
|
2021
Q2 | $536K | Sell |
4,996
-117
| -2% | -$11.5K | 0.36% | 97 |
|
|
2021
Q1 | $439K | Buy |
5,113
+100
| +2% | +$8.31K | 0.32% | 97 |
|
|
2020
Q4 | $399K | Sell |
5,013
-99
| -2% | -$7.54K | 0.32% | 106 |
|
|
2020
Q3 | $359K | Buy |
5,112
+897
| +21% | +$60.8K | 0.33% | 99 |
|
|
2020
Q2 | $267K | Sell |
4,215
-738
| -15% | -$45.8K | 0.26% | 113 |
|
|
2020
Q1 | $312K | Sell |
4,953
-524
| -10% | -$37.4K | 0.37% | 83 |
|
|
2019
Q4 | $395K | Buy |
+5,477
| New | +$391K | 0.38% | 86 |
|