Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-45
| Closed | -$2K | – | 1016 |
|
|
2022
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 829 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 975 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 910 |
|
|
2019
Q1 | – | Sell |
-1,830
| Closed | -$48K | – | 882 |
|
|
2018
Q4 | $48K | Hold |
1,830
| – | – | 0.02% | 295 |
|
|
2018
Q3 | $47K | Hold |
1,830
| – | – | 0.02% | 304 |
|
|
2018
Q2 | $56K | Hold |
1,830
| – | – | 0.03% | 302 |
|
|
2018
Q1 | $46K | Hold |
1,830
| – | – | 0.03% | 357 |
|
|
2017
Q4 | $50K | Hold |
1,830
| – | – | 0.03% | 349 |
|
|
2017
Q3 | $44K | Hold |
1,830
| – | – | 0.03% | 330 |
|
|
2017
Q2 | $42K | Hold |
1,830
| – | – | 0.03% | 353 |
|
|
2017
Q1 | $44K | Hold |
1,830
| – | – | 0.03% | 342 |
|
|
2016
Q4 | $40K | Hold |
1,830
| – | – | 0.02% | 366 |
|
|
2016
Q3 | $38K | Hold |
1,830
| – | – | 0.03% | 373 |
|
|
2016
Q2 | $38K | Sell |
1,830
-1,170
| -39% | -$24.3K | 0.03% | 330 |
|
|
2016
Q1 | $64K | Hold |
3,000
| – | – | 0.05% | 230 |
|
|
2015
Q4 | $51K | Buy |
+3,000
| New | +$51K | 0.04% | 274 |
|