WIM
LSI

WealthPlan Investment Management’s Life Storage, Inc. LSI Stock Holding History

WealthPlan Investment Management’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,837
Closed -$229K – 594
2022
Q4 		$229K Buy
+1,837
New +$229K 0.02% 355
2022
Q1 		$243K Buy
+1,837
New +$243K 0.02% 349