Creative Planning Life Storage, Inc. Transaction History

Creative Planning

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	SELL	$126.54 - $145.42 $3,796 - $4,362	-30 Reduced 0.99%	3,013 $400,000
Q1 2023 May 15, 2023	BUY	$95.25 - $131.09 $59,436 - $81,800	624 Added 25.8%	3,043 $398,000
Q4 2022 Feb 10, 2023	BUY	$98.42 - $112.62 $24,408 - $27,929	248 Added 11.42%	2,419 $238,000
Q3 2022 Nov 03, 2022	BUY	$107.88 - $136.94 $234,207 - $297,296	2,171 New	2,171 $240,000
Q2 2021 Aug 04, 2021	SELL	$88.21 - $108.42 $410,352 - $504,369	-4,652 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$76.43 - $88.71 $141,701 - $164,468	1,854 Added 66.26%	4,652 $400,000
Q4 2020 Jan 29, 2021	BUY	$70.79 - $80.05 $6,512 - $7,364	92 Added 3.4%	2,798 $334,000
Q3 2020 Nov 05, 2020	BUY	$61.84 - $74.27 $10,636 - $12,774	172 Added 6.79%	2,706 $285,000
Q2 2020 Jul 23, 2020	BUY	$55.79 - $69.57 $1,283 - $1,600	23 Added 0.92%	2,534 $241,000
Q1 2020 May 05, 2020	SELL	$46.93 - $79.33 $16,894 - $28,558	-360 Reduced 12.54%	2,511 $237,000
Q4 2019 Jan 30, 2020	SELL	$68.25 - $73.73 $11,670 - $12,607	-171 Reduced 5.62%	2,871 $311,000
Q3 2019 Nov 01, 2019	SELL	$63.29 - $70.64 $2,974 - $3,320	-47 Reduced 1.52%	3,042 $321,000
Q1 2019 Apr 24, 2019	BUY	$60.16 - $67.6 $25,267 - $28,391	420 Added 15.74%	3,089 $300,000
Q1 2018 Apr 18, 2018	BUY	$51.31 - $59.58 $2,001 - $2,323	39 Added 1.48%	2,669 $223,000
Q4 2017 Jan 17, 2018	SELL	$53.25 - $60.75 $85,200 - $97,200	-1,600 Reduced 37.83%	2,630 $234,000
Q3 2017 Oct 17, 2017	BUY	$47.73 - $54.97 $201,897 - $232,523	4,230	4,230 $346,000

143K

Ticker LSI
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 84,384,704
Description
Life Storage, Inc. is a self-administered and self-managed equity REIT that is in the business of acquiring and managing self-storage facilities. Located in Buffalo, New York, the Company operates more than 900 storage facilities in 30 states and in the province of Ontario, Canada. The Company serves both residential and commercial storage custo...

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