Waddell & Reed Financial’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-61,800
| Closed | -$3.44M | – | 574 |
|
|
2018
Q1 | $3.44M | Sell |
61,800
-105,675
| -63% | -$5.88M | 0.01% | 483 |
|
|
2017
Q4 | $9.95M | Sell |
167,475
-109,050
| -39% | -$6.48M | 0.02% | 416 |
|
|
2017
Q3 | $15.1M | Sell |
276,525
-318,600
| -54% | -$17.4M | 0.03% | 360 |
|
|
2017
Q2 | $29.4M | Hold |
595,125
| – | – | 0.06% | 304 |
|
|
2017
Q1 | $32.6M | Sell |
595,125
-88,500
| -13% | -$4.85M | 0.07% | 291 |
|
|
2016
Q4 | $38.9M | Buy |
683,625
+507,975
| +289% | +$28.9M | 0.09% | 252 |
|
|
2016
Q3 | $10.4M | Buy |
+175,650
| New | +$10.4M | 0.02% | 409 |
|