Fernwood Investment 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
Q2 | – | Sell |
-3,604
| Closed | -$150K | – | 528 |
|
|
2024
Q1 | $150K | Sell |
3,604
-2,761
| -43% | -$115K | 0.04% | 221 |
|
|
2023
Q4 | $266K | Sell |
6,365
-22
| -0.3% | -$919 | 0.09% | 161 |
|
|
2023
Q3 | $263K | Buy |
6,387
+151
| +2% | +$6.22K | 0.09% | 156 |
|
|
2023
Q2 | $259K | Buy |
+6,236
| New | +$259K | 0.09% | 157 |
|
|
2019
Q4 | – | Sell |
-11,203
| Closed | -$374K | – | 177 |
|
|
2019
Q3 | $374K | Buy |
+11,203
| New | +$374K | 0.19% | 121 |
|