Whittier Trust’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 |
-91
| Closed | -$12.1K | – | 1723 |
|
|
2023
Q2 | $12.1K | Buy |
91
+63
| +225% | +$8.38K | ﹤0.01% | 1234 |
|
|
2023
Q1 | $3.67K | Hold |
28
| – | – | ﹤0.01% | 1430 |
|
|
2022
Q4 | $2.76K | Sell |
28
-201
| -88% | -$19.8K | ﹤0.01% | 1457 |
|
|
2022
Q3 | $25K | Hold |
229
| – | – | ﹤0.01% | 1121 |
|
|
2022
Q2 | $26K | Buy |
229
+28
| +14% | +$3.18K | ﹤0.01% | 1110 |
|
|
2022
Q1 | $28K | Buy |
+201
| New | +$28K | ﹤0.01% | 1126 |
|
|
2019
Q2 | – | Sell |
-9
| Closed | -$1K | – | 1475 |
|
|
2019
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1373 |
|