CWM

Confluence Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-7,500	Closed	-$231K	–	122
2018 Q2	$231K	Buy	+7,500	New	+$231K	0.12%	116
2018 Q1	–	Sell	-7,500	Closed	-$204K	–	128
2017 Q4	$204K	Buy	+7,500	New	+$204K	0.1%	121