Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,132
| Closed | -$254K | – | 185 |
|
|
2023
Q4 | $254K | Buy |
+6,132
| New | +$254K | 0.03% | 154 |
|
|
2023
Q3 | – | Sell |
-6,298
| Closed | -$219K | – | 175 |
|
|
2023
Q2 | $219K | Buy |
6,298
+50
| +0.8% | +$1.74K | 0.03% | 166 |
|
|
2023
Q1 | $261K | Hold |
6,248
| – | – | 0.04% | 153 |
|
|
2022
Q4 | $226K | Buy |
+6,248
| New | +$226K | 0.03% | 154 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$5K | – | 623 |
|
|
2022
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 709 |
|