Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1K | Sell |
721
-977
| -58% | -$31.3K | ﹤0.01% | 1963 |
|
|
2025
Q1 | $66.9K | Buy |
1,698
+1,091
| +180% | +$43K | ﹤0.01% | 1769 |
|
|
2024
Q4 | $23K | Hold |
607
| – | – | ﹤0.01% | 1666 |
|
|
2024
Q3 | $29.3K | Buy |
607
+37
| +6% | +$1.78K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $23.5K | Hold |
570
| – | – | ﹤0.01% | 1297 |
|
|
2024
Q1 | $22.3K | Hold |
570
| – | – | ﹤0.01% | 1322 |
|
|
2023
Q4 | $23.6K | Sell |
570
-1,000
| -64% | -$41.5K | ﹤0.01% | 1298 |
|
|
2023
Q3 | $49.8K | Hold |
1,570
| – | – | ﹤0.01% | 1078 |
|
|
2023
Q2 | $54.7K | Buy |
1,570
+1,000
| +175% | +$34.8K | ﹤0.01% | 1053 |
|
|
2023
Q1 | $23.8K | Sell |
570
-1,000
| -64% | -$41.8K | ﹤0.01% | 1284 |
|
|
2022
Q4 | $56.7K | Hold |
1,570
| – | – | ﹤0.01% | 1008 |
|
|
2022
Q3 | $65K | Sell |
1,570
-150
| -9% | -$6.21K | ﹤0.01% | 940 |
|
|
2022
Q2 | $88K | Hold |
1,720
| – | – | ﹤0.01% | 1051 |
|
|
2022
Q1 | $107K | Buy |
1,720
+720
| +72% | +$44.8K | ﹤0.01% | 1063 |
|
|
2021
Q4 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 1330 |
|
|
2021
Q3 | $52K | Hold |
1,000
| – | – | ﹤0.01% | 1479 |
|
|
2021
Q2 | $50K | Hold |
1,000
| – | – | ﹤0.01% | 1480 |
|
|
2021
Q1 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 1690 |
|
|
2020
Q4 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 1573 |
|
|
2020
Q3 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 1438 |
|
|
2020
Q2 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q1 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q4 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 1474 |
|
|
2019
Q3 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1376 |
|
|
2019
Q2 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 1470 |
|
|
2019
Q1 | $28K | Sell |
1,000
-11,500
| -92% | -$322K | ﹤0.01% | 1416 |
|
|
2018
Q4 | $328K | Hold |
12,500
| – | – | 0.02% | 464 |
|
|
2018
Q3 | $318K | Hold |
12,500
| – | – | 0.02% | 491 |
|
|
2018
Q2 | $385K | Hold |
12,500
| – | – | 0.03% | 376 |
|
|
2018
Q1 | $313K | Hold |
12,500
| – | – | 0.03% | 408 |
|
|
2017
Q4 | $340K | Hold |
12,500
| – | – | 0.03% | 399 |
|
|
2017
Q3 | $303K | Hold |
12,500
| – | – | 0.03% | 400 |
|
|
2017
Q2 | $288K | Sell |
12,500
-12,500
| -50% | -$288K | 0.03% | 406 |
|
|
2017
Q1 | $597K | Buy |
+25,000
| New | +$597K | 0.06% | 241 |
|