AWM
Axxcess Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
42,652
-319
| -0.7% | -$10.2K | 0.03% | 354 |
|
|
2025
Q1 | $1.69M | Sell |
42,971
-8,576
| -17% | -$338K | 0.04% | 288 |
|
|
2024
Q4 | $1.95M | Sell |
51,547
-5,125
| -9% | -$194K | 0.05% | 277 |
|
|
2024
Q3 | $2.73M | Sell |
56,672
-170
| -0.3% | -$8.19K | 0.07% | 210 |
|
|
2024
Q2 | $2.34M | Buy |
56,842
+5,193
| +10% | +$214K | 0.06% | 226 |
|
|
2024
Q1 | $2.02M | Sell |
51,649
-4,522
| -8% | -$177K | 0.06% | 243 |
|
|
2023
Q4 | $2.33M | Sell |
56,171
-192,349
| -77% | -$7.98M | 0.07% | 219 |
|
|
2023
Q3 | $7.89M | Buy |
248,520
+18,658
| +8% | +$592K | 0.27% | 77 |
|
|
2023
Q2 | $8.01M | Buy |
229,862
+44,302
| +24% | +$1.54M | 0.58% | 35 |
|
|
2023
Q1 | $7.75M | Buy |
185,560
+5,633
| +3% | +$235K | 0.59% | 31 |
|
|
2022
Q4 | $6.5M | Buy |
179,927
+4,819
| +3% | +$174K | 0.54% | 42 |
|
|
2022
Q3 | $7.28M | Buy |
175,108
+4,237
| +2% | +$176K | 0.69% | 22 |
|
|
2022
Q2 | $8.56M | Buy |
170,871
+6,788
| +4% | +$340K | 0.79% | 16 |
|
|
2022
Q1 | $10.3M | Sell |
164,083
-9,872
| -6% | -$620K | 0.8% | 17 |
|
|
2021
Q4 | $12M | Buy |
+173,955
| New | +$12M | 0.88% | 15 |
|