Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
8,882
-1,143
| -11% | -$36.6K | ﹤0.01% | 2933 |
|
|
2025
Q1 | $395K | Buy |
10,025
+1,523
| +18% | +$60K | ﹤0.01% | 2503 |
|
|
2024
Q4 | $322K | Sell |
8,502
-1,999
| -19% | -$75.8K | ﹤0.01% | 2588 |
|
|
2024
Q3 | $506K | Buy |
10,501
+2,250
| +27% | +$108K | ﹤0.01% | 2100 |
|
|
2024
Q2 | $340K | Buy |
8,251
+2,462
| +43% | +$101K | ﹤0.01% | 2240 |
|
|
2024
Q1 | $227K | Buy |
+5,789
| New | +$227K | ﹤0.01% | 2473 |
|
|
2023
Q4 | – | Sell |
-13,314
| Closed | -$423K | – | 2912 |
|
|
2023
Q3 | $423K | Sell |
13,314
-5,930
| -31% | -$188K | ﹤0.01% | 1670 |
|
|
2023
Q2 | $670K | Sell |
19,244
-1,184
| -6% | -$41.2K | ﹤0.01% | 1369 |
|
|
2023
Q1 | $853K | Sell |
20,428
-338
| -2% | -$14.1K | ﹤0.01% | 1151 |
|
|
2022
Q4 | $750K | Buy |
20,766
+3,089
| +17% | +$112K | ﹤0.01% | 1178 |
|
|
2022
Q3 | $735K | Buy |
17,677
+1,330
| +8% | +$55.3K | ﹤0.01% | 1105 |
|
|
2022
Q2 | $818K | Buy |
16,347
+618
| +4% | +$30.9K | ﹤0.01% | 1050 |
|
|
2022
Q1 | $987K | Buy |
15,729
+1,579
| +11% | +$99.1K | ﹤0.01% | 988 |
|
|
2021
Q4 | $979K | Hold |
14,150
| – | – | ﹤0.01% | 972 |
|
|
2021
Q3 | $747K | Sell |
14,150
-1
| -0% | -$53 | ﹤0.01% | 1089 |
|
|
2021
Q2 | $715K | Sell |
14,151
-1,799
| -11% | -$90.9K | ﹤0.01% | 1090 |
|
|
2021
Q1 | $637K | Buy |
15,950
+300
| +2% | +$12K | ﹤0.01% | 1252 |
|
|
2020
Q4 | $564K | Buy |
15,650
+400
| +3% | +$14.4K | ﹤0.01% | 1226 |
|
|
2020
Q3 | $499K | Hold |
15,250
| – | – | ﹤0.01% | 1123 |
|
|
2020
Q2 | $437K | Hold |
15,250
| – | – | ﹤0.01% | 1088 |
|
|
2020
Q1 | $451K | Buy |
15,250
+1,200
| +9% | +$35.5K | ﹤0.01% | 987 |
|
|
2019
Q4 | $472K | Hold |
14,050
| – | – | ﹤0.01% | 1133 |
|
|
2019
Q3 | $469K | Hold |
14,050
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q2 | $407K | Sell |
14,050
-556
| -4% | -$16.1K | ﹤0.01% | 1185 |
|
|
2019
Q1 | $416K | Buy |
14,606
+556
| +4% | +$15.8K | ﹤0.01% | 1129 |
|
|
2018
Q4 | $372K | Hold |
14,050
| – | – | ﹤0.01% | 1099 |
|
|
2018
Q3 | $357K | Sell |
14,050
-200
| -1% | -$5.08K | ﹤0.01% | 1279 |
|
|
2018
Q2 | $439K | Buy |
14,250
+182
| +1% | +$5.61K | ﹤0.01% | 1128 |
|
|
2018
Q1 | $353K | Buy |
14,068
+318
| +2% | +$7.98K | ﹤0.01% | 1251 |
|
|
2017
Q4 | $375K | Hold |
13,750
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q3 | $333K | Hold |
13,750
| – | – | ﹤0.01% | 1259 |
|
|
2017
Q2 | $318K | Sell |
13,750
-104
| -0.8% | -$2.41K | ﹤0.01% | 1249 |
|
|
2017
Q1 | $331K | Buy |
13,854
+104
| +0.8% | +$2.49K | ﹤0.01% | 1198 |
|
|
2016
Q4 | $303K | Sell |
13,750
-700
| -5% | -$15.4K | ﹤0.01% | 1171 |
|
|
2016
Q3 | $303K | Buy |
14,450
+13,550
| +1,506% | +$284K | ﹤0.01% | 1171 |
|
|
2016
Q2 | $19K | Buy |
900
+100
| +13% | +$2.11K | ﹤0.01% | 2808 |
|
|
2016
Q1 | $17K | Buy |
+800
| New | +$17K | ﹤0.01% | 2850 |
|