Arete Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-7,240
| Closed | -$247K | – | 789 |
|
2025
Q1 | $247K | Buy |
+7,240
| New | +$247K | 0.02% | 606 |
|
2024
Q4 | – | Sell |
-4,392
| Closed | -$212K | – | 776 |
|
2024
Q3 | $212K | Sell |
4,392
-833
| -16% | -$40.2K | 0.02% | 636 |
|
2024
Q2 | $215K | Buy |
+5,225
| New | +$215K | 0.02% | 636 |
|
2024
Q1 | – | Sell |
-9,166
| Closed | -$317K | – | 615 |
|
2023
Q4 | $317K | Buy |
9,166
+55
| +0.6% | +$1.9K | 0.02% | 539 |
|
2023
Q3 | $256K | Buy |
+9,111
| New | +$256K | 0.04% | 383 |
|