Carson Wealth (CWM LLC)’s National Storage Affiliates Trust NSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Buy |
1,946
+177
| +10% | +$5.64K | ﹤0.01% | 3106 |
|
|
2025
Q1 | $70K | Sell |
1,769
-69
| -4% | -$2.73K | ﹤0.01% | 2702 |
|
|
2024
Q4 | $70K | Sell |
1,838
-119
| -6% | -$4.53K | ﹤0.01% | 2533 |
|
|
2024
Q3 | $94K | Sell |
1,957
-26
| -1% | -$1.25K | ﹤0.01% | 2235 |
|
|
2024
Q2 | $82K | Buy |
1,983
+107
| +6% | +$4.43K | ﹤0.01% | 2109 |
|
|
2024
Q1 | $73K | Buy |
1,876
+81
| +5% | +$3.15K | ﹤0.01% | 2066 |
|
|
2023
Q4 | $74K | Sell |
1,795
-453
| -20% | -$18.7K | ﹤0.01% | 1936 |
|
|
2023
Q3 | $71K | Buy |
2,248
+1,129
| +101% | +$35.7K | ﹤0.01% | 1858 |
|
|
2023
Q2 | $39K | Buy |
1,119
+866
| +342% | +$30.2K | ﹤0.01% | 2162 |
|
|
2023
Q1 | $11K | Sell |
253
-155
| -38% | -$6.74K | ﹤0.01% | 2894 |
|
|
2022
Q4 | $15K | Buy |
408
+243
| +147% | +$8.93K | ﹤0.01% | 2568 |
|
|
2022
Q3 | $7K | Buy |
165
+123
| +293% | +$5.22K | ﹤0.01% | 2904 |
|
|
2022
Q2 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 3368 |
|