Integrated Wealth Concepts’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 | – | Sell |
-6,746
| Closed | -$266K | – | 1974 |
|
|
2025
Q1 | $266K | Buy |
6,746
+165
| +3% | +$6.5K | ﹤0.01% | 1472 |
|
|
2024
Q4 | $249K | Sell |
6,581
-2
| -0% | -$76 | ﹤0.01% | 1482 |
|
|
2024
Q3 | $317K | Buy |
6,583
+1,082
| +20% | +$52.2K | ﹤0.01% | 1306 |
|
|
2024
Q2 | $227K | Sell |
5,501
-207
| -4% | -$8.53K | ﹤0.01% | 1468 |
|
|
2024
Q1 | $224K | Sell |
5,708
-196
| -3% | -$7.68K | ﹤0.01% | 1470 |
|
|
2023
Q4 | $245K | Sell |
5,904
-2,189
| -27% | -$90.8K | ﹤0.01% | 1363 |
|
|
2023
Q3 | $257K | Buy |
8,093
+449
| +6% | +$14.3K | ﹤0.01% | 1306 |
|
|
2023
Q2 | $266K | Buy |
7,644
+656
| +9% | +$22.8K | ﹤0.01% | 1288 |
|
|
2023
Q1 | $292K | Buy |
6,988
+29
| +0.4% | +$1.21K | 0.01% | 1065 |
|
|
2022
Q4 | $251K | Buy |
6,959
+36
| +0.5% | +$1.3K | 0.01% | 871 |
|
|
2022
Q3 | $288K | Buy |
6,923
+528
| +8% | +$22K | 0.01% | 752 |
|
|
2022
Q2 | $320K | Buy |
+6,395
| New | +$320K | 0.01% | 743 |
|