WIM
LSI
Wilen Investment Management’s Life Storage, Inc. LSI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $330K | Sell |
3,032
-50
| -2% | -$5.44K | 0.34% | 37 |
|
2022
Q2 | $339K | Hold |
3,082
| – | – | 0.29% | 37 |
|
2022
Q1 | $428K | Buy |
+3,082
| New | +$428K | 0.32% | 38 |
|
2021
Q4 | – | Sell |
-3,082
| Closed | -$351K | – | 93 |
|
2021
Q3 | $351K | Hold |
3,082
| – | – | 0.29% | 44 |
|
2021
Q2 | $327K | Hold |
3,082
| – | – | 0.28% | 43 |
|
2021
Q1 | $262K | Buy |
3,082
+1,027
| +50% | +$87.3K | 0.23% | 49 |
|
2020
Q4 | $245K | Sell |
2,055
-45
| -2% | -$5.37K | 0.25% | 46 |
|
2020
Q3 | $241K | Buy |
+2,100
| New | +$241K | 0.26% | 47 |
|
2020
Q1 | – | Sell |
-2,800
| Closed | -$300K | – | 61 |
|
2019
Q4 | $300K | Hold |
2,800
| – | – | 0.23% | 48 |
|
2019
Q3 | $291K | Sell |
2,800
-200
| -7% | -$20.8K | 0.23% | 47 |
|
2019
Q2 | $282K | Hold |
3,000
| – | – | 0.22% | 49 |
|
2019
Q1 | $288K | Hold |
3,000
| – | – | 0.22% | 49 |
|
2018
Q4 | $276K | Sell |
3,000
-500
| -14% | -$46K | 0.24% | 44 |
|
2018
Q3 | $329K | Sell |
3,500
-100
| -3% | -$9.4K | 0.22% | 51 |
|
2018
Q2 | $346K | Sell |
3,600
-200
| -5% | -$19.2K | 0.22% | 49 |
|
2018
Q1 | $312K | Hold |
3,800
| – | – | 0.21% | 51 |
|
2017
Q4 | $334K | Hold |
3,800
| – | – | 0.22% | 49 |
|
2017
Q3 | $300K | Hold |
3,800
| – | – | 0.18% | 52 |
|
2017
Q2 | $277K | Hold |
3,800
| – | – | 0.17% | 50 |
|
2017
Q1 | $308K | Sell |
3,800
-100
| -3% | -$8.11K | 0.19% | 48 |
|
2016
Q4 | $328K | Hold |
3,900
| – | – | 0.2% | 48 |
|
2016
Q3 | $343K | Hold |
3,900
| – | – | 0.23% | 50 |
|
2016
Q2 | $406K | Hold |
3,900
| – | – | 0.27% | 49 |
|
2016
Q1 | $452K | Hold |
3,900
| – | – | 0.31% | 43 |
|
2015
Q4 | $413K | Hold |
3,900
| – | – | 0.3% | 46 |
|
2015
Q3 | $363K | Hold |
3,900
| – | – | 0.26% | 48 |
|
2015
Q2 | $331K | Hold |
3,900
| – | – | 0.22% | 54 |
|
2015
Q1 | $363K | Hold |
3,900
| – | – | 0.25% | 50 |
|
2014
Q4 | $335K | Hold |
3,900
| – | – | 0.22% | 54 |
|
2014
Q3 | $285K | Hold |
3,900
| – | – | 0.18% | 60 |
|
2014
Q2 | $296K | Sell |
3,900
-500
| -11% | -$37.9K | 0.17% | 63 |
|
2014
Q1 | $317K | Hold |
4,400
| – | – | 0.19% | 63 |
|
2013
Q4 | $282K | Hold |
4,400
| – | – | 0.18% | 60 |
|
2013
Q3 | $326K | Sell |
4,400
-300
| -6% | -$22.2K | 0.22% | 61 |
|
2013
Q2 | $301K | Buy |
+4,700
| New | +$301K | 0.22% | 62 |
|