Wealthspire Advisors (Maryland)’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-126
| Closed | -$8K | – | 2275 |
|
|
2019
Q1 | $8K | Buy |
126
+16
| +15% | +$1.02K | ﹤0.01% | 1646 |
|
|
2018
Q4 | $7K | Hold |
110
| – | – | ﹤0.01% | 1620 |
|
|
2018
Q3 | $7K | Hold |
110
| – | – | ﹤0.01% | 1689 |
|
|
2018
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 1683 |
|
|
2018
Q1 | $6K | Sell |
110
-13
| -11% | -$709 | ﹤0.01% | 1777 |
|
|
2017
Q4 | $7K | Buy |
123
+33
| +37% | +$1.88K | ﹤0.01% | 1746 |
|
|
2017
Q3 | $5K | Buy |
90
+33
| +58% | +$1.83K | ﹤0.01% | 1811 |
|
|
2017
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 1928 |
|
|
2017
Q1 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 1645 |
|