WealthPLAN Partners’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 |
-1,837
| Closed | -$244K | – | 1259 |
|
|
2023
Q2 | $244K | Hold |
1,837
| – | – | 0.03% | 265 |
|
|
2023
Q1 | $241K | Hold |
1,837
| – | – | 0.03% | 277 |
|
|
2022
Q4 | $227K | Buy |
+1,837
| New | +$227K | 0.02% | 356 |
|
|
2022
Q1 | $243K | Hold |
1,837
| – | – | 0.02% | 349 |
|
|
2021
Q4 | $248K | Hold |
1,837
| – | – | 0.02% | 345 |
|
|
2021
Q3 | $260K | Hold |
1,837
| – | – | 0.02% | 329 |
|
|
2021
Q2 | $219K | Buy |
+1,837
| New | +$219K | 0.02% | 327 |
|