IFP Advisors’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 | $177K | Sell |
2,499
-2,721
| -52% | -$193K | 0.01% | 1329 |
|
|
2025
Q1 | $206K | Buy |
5,220
+4,200
| +412% | +$165K | 0.01% | 1160 |
|
|
2024
Q4 | $38.7K | Hold |
1,020
| – | – | ﹤0.01% | 1947 |
|
|
2024
Q3 | $49.2K | Buy |
1,020
+1,000
| +5,000% | +$48.2K | ﹤0.01% | 1743 |
|
|
2024
Q2 | $824 | Hold |
20
| – | – | ﹤0.01% | 3022 |
|
|
2024
Q1 | $783 | Sell |
20
-56
| -74% | -$2.19K | ﹤0.01% | 2903 |
|
|
2023
Q4 | $3.15K | Buy |
76
+20
| +36% | +$829 | ﹤0.01% | 2554 |
|
|
2023
Q3 | $1.78K | Buy |
56
+39
| +229% | +$1.24K | ﹤0.01% | 2868 |
|
|
2023
Q2 | $592 | Buy |
+17
| New | +$592 | ﹤0.01% | 3176 |
|
|
2023
Q1 | – | Sell |
-53
| Closed | -$2K | – | 4083 |
|
|
2022
Q4 | $2K | Sell |
53
-998
| -95% | -$37.7K | ﹤0.01% | 4191 |
|
|
2022
Q3 | $30K | Buy |
1,051
+42
| +4% | +$1.2K | ﹤0.01% | 2774 |
|
|
2022
Q2 | $28K | Hold |
1,009
| – | – | ﹤0.01% | 2585 |
|
|
2022
Q1 | $28K | Buy |
+1,009
| New | +$28K | ﹤0.01% | 2585 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4156 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3917 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3826 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3670 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3540 |
|
|
2020
Q2 | – | Sell |
-216
| Closed | -$5K | – | 3379 |
|
|
2020
Q1 | $5K | Sell |
216
-88
| -29% | -$2.04K | ﹤0.01% | 2047 |
|
|
2019
Q4 | $9K | Buy |
304
+49
| +19% | +$1.45K | ﹤0.01% | 1967 |
|
|
2019
Q3 | $8K | Buy |
+255
| New | +$8K | ﹤0.01% | 2168 |
|
|
2019
Q1 | $67K | Buy |
2,342
+1,438
| +159% | +$41.1K | 0.01% | 844 |
|
|
2018
Q4 | $24K | Hold |
904
| – | – | ﹤0.01% | 1992 |
|
|
2018
Q3 | $23K | Hold |
904
| – | – | ﹤0.01% | 2355 |
|
|
2018
Q2 | $28K | Buy |
+904
| New | +$28K | ﹤0.01% | 2244 |
|
|
2016
Q3 | – | Sell |
-7,992
| Closed | -$166K | – | 3971 |
|
|
2016
Q2 | $166K | Buy |
7,992
+5,650
| +241% | +$117K | 0.01% | 1073 |
|
|
2016
Q1 | $67K | Buy |
+2,342
| New | +$67K | 0.01% | 844 |
|