Peak Financial 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 | $412K | Buy |
12,890
+912
| +8% | +$29.2K | 0.21% | 80 |
|
|
2025
Q1 | $472K | Buy |
11,978
+10
| +0.1% | +$394 | 0.24% | 61 |
|
|
2024
Q4 | $454K | Sell |
11,968
-230
| -2% | -$8.72K | 0.24% | 60 |
|
|
2024
Q3 | $588K | Sell |
12,198
-490
| -4% | -$23.6K | 0.3% | 46 |
|
|
2024
Q2 | $523K | Buy |
12,688
+360
| +3% | +$14.8K | 0.3% | 44 |
|
|
2024
Q1 | $483K | Buy |
12,328
+210
| +2% | +$8.22K | 0.29% | 46 |
|
|
2023
Q4 | $503K | Buy |
12,118
+1,763
| +17% | +$73.1K | 0.34% | 46 |
|
|
2023
Q3 | $329K | Buy |
+10,355
| New | +$329K | 0.36% | 34 |
|