HPCM
Hunter Perkins Capital Management’s National Storage Affiliates Trust NSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-8,650
| Closed | -$328K | – | 107 |
|
2024
Q4 | $328K | Sell |
8,650
-2,175
| -20% | -$82.5K | 0.07% | 96 |
|
2024
Q3 | $522K | Hold |
10,825
| – | – | 0.11% | 90 |
|
2024
Q2 | $446K | Sell |
10,825
-1,425
| -12% | -$58.7K | 0.09% | 96 |
|
2024
Q1 | $480K | Buy |
12,250
+975
| +9% | +$38.2K | 0.1% | 92 |
|
2023
Q4 | $468K | Hold |
11,275
| – | – | 0.1% | 77 |
|
2023
Q3 | $358K | Buy |
11,275
+2,625
| +30% | +$83.3K | 0.08% | 104 |
|
2023
Q2 | $301K | Sell |
8,650
-3,733
| -30% | -$130K | 0.06% | 109 |
|
2023
Q1 | $517K | Buy |
+12,383
| New | +$517K | 0.12% | 82 |
|