KMG Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,501
| Closed | -$230K | – | 234 |
|
|
2023
Q1 | $230K | Buy |
+5,501
| New | +$230K | 0.03% | 216 |
|
|
2022
Q4 | – | Sell |
-5,501
| Closed | -$229K | – | 233 |
|
|
2022
Q3 | $229K | Buy |
5,501
+15
| +0.3% | +$624 | 0.04% | 181 |
|
|
2022
Q2 | $275K | Hold |
5,486
| – | – | 0.05% | 177 |
|
|
2022
Q1 | $344K | Hold |
5,486
| – | – | 0.06% | 168 |
|
|
2021
Q4 | $380K | Hold |
5,486
| – | – | 0.06% | 156 |
|
|
2021
Q3 | $290K | Hold |
5,486
| – | – | 0.05% | 169 |
|
|
2021
Q2 | $277K | Hold |
5,486
| – | – | 0.05% | 174 |
|
|
2021
Q1 | $219K | Buy |
+5,486
| New | +$219K | 0.04% | 167 |
|