SWA
Sutton Wealth Advisors’s National Storage Affiliates Trust NSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,966
| Closed | -$81.7K | – | 1711 |
|
|
2022
Q3 | $81.7K | Hold |
1,966
| – | – | 0.03% | 272 |
|
|
2022
Q2 | $98.4K | Buy |
1,966
+1,948
| +10,822% | +$97.5K | 0.04% | 240 |
|
|
2022
Q1 | $1.13K | Buy |
18
+10
| +125% | +$628 | ﹤0.01% | 1316 |
|
|
2021
Q4 | $554 | Buy |
+8
| New | +$554 | ﹤0.01% | 1490 |
|
|
2021
Q2 | – | Sell |
-1,264
| Closed | -$50.5K | – | 1301 |
|
|
2021
Q1 | $50.5K | Hold |
1,264
| – | – | 0.02% | 389 |
|
|
2020
Q4 | $45.5K | Hold |
1,264
| – | – | 0.02% | 380 |
|
|
2020
Q3 | $41.3K | Hold |
1,264
| – | – | 0.02% | 338 |
|
|
2020
Q2 | $36.2K | Hold |
1,264
| – | – | 0.02% | 376 |
|
|
2020
Q1 | $37.4K | Buy |
1,264
+404
| +47% | +$12K | 0.02% | 331 |
|
|
2019
Q4 | $28.9K | Hold |
860
| – | – | 0.01% | 465 |
|
|
2019
Q3 | $28.7K | Hold |
860
| – | – | 0.02% | 466 |
|
|
2019
Q2 | $24.9K | Hold |
860
| – | – | 0.01% | 505 |
|
|
2019
Q1 | $24.5K | Hold |
860
| – | – | 0.01% | 511 |
|
|
2018
Q4 | $22.8K | Hold |
860
| – | – | 0.01% | 487 |
|
|
2018
Q3 | $21.9K | Hold |
860
| – | – | 0.01% | 557 |
|
|
2018
Q2 | $26.5K | Buy |
+860
| New | +$26.5K | 0.02% | 486 |
|
|
2018
Q1 | – | Sell |
-387
| Closed | -$10.6K | – | 1141 |
|
|
2017
Q4 | $10.6K | Buy |
+387
| New | +$10.6K | 0.01% | 762 |
|