J.W. Coons 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 | $216K | Sell |
6,745
-1,262
| -16% | -$40.4K | 0.05% | 232 |
|
|
2025
Q1 | $315K | Sell |
8,007
-1,014
| -11% | -$40K | 0.08% | 186 |
|
|
2024
Q4 | $342K | Buy |
9,021
+2,021
| +29% | +$76.6K | 0.09% | 183 |
|
|
2024
Q3 | $337K | Buy |
7,000
+1,160
| +20% | +$55.9K | 0.08% | 187 |
|
|
2024
Q2 | $241K | Buy |
5,840
+631
| +12% | +$26K | 0.06% | 211 |
|
|
2024
Q1 | $204K | Buy |
+5,209
| New | +$204K | 0.05% | 235 |
|
|
2022
Q2 | – | Sell |
-4,539
| Closed | -$290K | – | 259 |
|
|
2022
Q1 | $290K | Buy |
4,539
+703
| +18% | +$44.9K | 0.09% | 203 |
|
|
2021
Q4 | $267K | Sell |
3,836
-1,338
| -26% | -$93.1K | 0.08% | 206 |
|
|
2021
Q3 | $274K | Sell |
5,174
-3
| -0.1% | -$159 | 0.09% | 191 |
|
|
2021
Q2 | $260K | Buy |
5,177
+132
| +3% | +$6.63K | 0.09% | 189 |
|
|
2021
Q1 | $202K | Buy |
+5,045
| New | +$202K | 0.07% | 217 |
|