Atria Wealth Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-7,136
| Closed | -$249K | – | 1928 |
|
2023
Q2 | $249K | Sell |
7,136
-9
| -0.1% | -$313 | ﹤0.01% | 1547 |
|
2023
Q1 | $299K | Sell |
7,145
-1,525
| -18% | -$63.7K | ﹤0.01% | 1416 |
|
2022
Q4 | $313K | Buy |
8,670
+400
| +5% | +$14.4K | 0.01% | 1331 |
|
2022
Q3 | $344K | Buy |
+8,270
| New | +$344K | 0.01% | 1211 |
|
2022
Q2 | – | Sell |
-8,003
| Closed | -$502K | – | 1779 |
|
2022
Q1 | $502K | Buy |
+8,003
| New | +$502K | 0.01% | 1067 |
|