WFG Advisors’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $781K | Buy |
15,815
+3,788
| +31% | +$187K | 0.18% | 135 |
|
|
2017
Q1 | $658K | Buy |
12,027
+11,620
| +2,855% | +$636K | 0.18% | 132 |
|
|
2016
Q4 | $23K | Buy |
407
+2
| +0.5% | +$113 | 0.01% | 903 |
|
|
2016
Q3 | $24K | Buy |
405
+3
| +0.7% | +$178 | 0.01% | 910 |
|
|
2016
Q2 | $28K | Buy |
402
+1
| +0.2% | +$70 | 0.01% | 845 |
|
|
2016
Q1 | $31K | Buy |
401
+2
| +0.5% | +$155 | 0.01% | 789 |
|
|
2015
Q4 | $29K | Buy |
399
+1
| +0.3% | +$73 | 0.01% | 812 |
|
|
2015
Q3 | $25K | Buy |
398
+3
| +0.8% | +$188 | 0.01% | 832 |
|
|
2015
Q2 | $23K | Buy |
395
+183
| +86% | +$10.7K | 0.01% | 940 |
|
|
2015
Q1 | $13K | Buy |
212
+2
| +1% | +$123 | ﹤0.01% | 1132 |
|
|
2014
Q4 | $12K | Buy |
210
+1
| +0.5% | +$57 | ﹤0.01% | 1393 |
|
|
2014
Q3 | $10K | Buy |
209
+2
| +1% | +$96 | ﹤0.01% | 1493 |
|
|
2014
Q2 | $11K | Buy |
207
+3
| +1% | +$159 | ﹤0.01% | 1455 |
|
|
2014
Q1 | $10K | Buy |
204
+1
| +0.5% | +$49 | ﹤0.01% | 1465 |
|
|
2013
Q4 | $9K | Buy |
+203
| New | +$9K | ﹤0.01% | 1617 |
|