Veritable’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
Q3 | – | Sell |
-2,490
| Closed | -$331K | – | 889 |
|
|
2023
Q2 | $331K | Buy |
2,490
+51
| +2% | +$6.78K | 0.01% | 665 |
|
|
2023
Q1 | $320K | Buy |
2,439
+159
| +7% | +$20.8K | 0.01% | 669 |
|
|
2022
Q4 | $225K | Buy |
+2,280
| New | +$225K | ﹤0.01% | 767 |
|
|
2022
Q2 | – | Sell |
-1,683
| Closed | -$236K | – | 975 |
|
|
2022
Q1 | $236K | Buy |
1,683
+39
| +2% | +$5.47K | ﹤0.01% | 799 |
|
|
2021
Q4 | $252K | Buy |
+1,644
| New | +$252K | ﹤0.01% | 780 |
|
|
2020
Q3 | – | Sell |
-10,683
| Closed | -$676K | – | 790 |
|
|
2020
Q2 | $676K | Buy |
10,683
+291
| +3% | +$18.4K | 0.01% | 394 |
|
|
2020
Q1 | $655K | Buy |
10,392
+2,722
| +35% | +$172K | 0.02% | 390 |
|
|
2019
Q4 | $554K | Buy |
+7,670
| New | +$554K | 0.01% | 507 |
|
|
2018
Q1 | – | Sell |
-3,707
| Closed | -$220K | – | 828 |
|
|
2017
Q4 | $220K | Buy |
+3,707
| New | +$220K | ﹤0.01% | 732 |
|
|
2016
Q4 | – | Sell |
-4,425
| Closed | -$262K | – | 772 |
|
|
2016
Q3 | $262K | Sell |
4,425
-636
| -13% | -$37.7K | 0.01% | 622 |
|
|
2016
Q2 | $354K | Buy |
+5,061
| New | +$354K | 0.01% | 524 |
|