Vestmark Advisory Solutions’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 |
-1,839
| Closed | -$245K | – | 909 |
|
|
2023
Q2 | $245K | Sell |
1,839
-24
| -1% | -$3.19K | 0.01% | 773 |
|
|
2023
Q1 | $244K | Buy |
+1,863
| New | +$216K | 0.01% | 757 |
|
|
2022
Q4 | – | Sell |
-1,836
| Closed | -$203K | – | 887 |
|
|
2022
Q3 | $203K | Sell |
1,836
-102
| -5% | -$12.5K | 0.01% | 781 |
|
|
2022
Q2 | $216K | Buy |
1,938
+296
| +18% | +$36.5K | 0.01% | 793 |
|
|
2022
Q1 | $231K | Buy |
1,642
+48
| +3% | +$6.46K | 0.01% | 807 |
|
|
2021
Q4 | $244K | Buy |
+1,594
| New | +$213K | 0.01% | 774 |
|
|
2021
Q1 | – | Sell |
-3,387
| Closed | -$270K | – | 756 |
|
|
2020
Q4 | $270K | Buy |
3,387
+202
| +6% | +$15.4K | 0.03% | 504 |
|
|
2020
Q3 | $223K | Buy |
+3,185
| New | +$216K | 0.03% | 507 |
|