ACG Wealth’s National Storage Affiliates Trust NSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-13,900
| Closed | -$411K | – | 301 |
|
2020
Q1 | $411K | Hold |
13,900
| – | – | 0.08% | 200 |
|
2019
Q4 | $467K | Hold |
13,900
| – | – | 0.07% | 215 |
|
2019
Q3 | $464K | Hold |
13,900
| – | – | 0.07% | 220 |
|
2019
Q2 | $402K | Hold |
13,900
| – | – | 0.05% | 244 |
|
2019
Q1 | $396K | Hold |
13,900
| – | – | 0.05% | 233 |
|
2018
Q4 | $368K | Hold |
13,900
| – | – | 0.06% | 211 |
|
2018
Q3 | $354K | Hold |
13,900
| – | – | 0.05% | 233 |
|
2018
Q2 | $428K | Sell |
13,900
-3,200
| -19% | -$98.5K | 0.06% | 190 |
|
2018
Q1 | $429K | Buy |
17,100
+700
| +4% | +$17.6K | 0.07% | 195 |
|
2017
Q4 | $447K | Buy |
+16,400
| New | +$447K | 0.07% | 210 |
|