Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-420
| Closed | -$12K | – | 1502 |
|
|
2019
Q1 | $12K | Sell |
420
-197
| -32% | -$5.63K | ﹤0.01% | 1466 |
|
|
2018
Q4 | $16K | Sell |
617
-674
| -52% | -$17.5K | ﹤0.01% | 1297 |
|
|
2018
Q3 | $33K | Sell |
1,291
-828
| -39% | -$21.2K | ﹤0.01% | 1108 |
|
|
2018
Q2 | $65K | Sell |
2,119
-550
| -21% | -$16.9K | 0.01% | 881 |
|
|
2018
Q1 | $67K | Hold |
2,669
| – | – | 0.01% | 876 |
|
|
2017
Q4 | $73K | Sell |
2,669
-109
| -4% | -$2.98K | 0.01% | 845 |
|
|
2017
Q3 | $67K | Buy |
2,778
+286
| +11% | +$6.9K | 0.01% | 870 |
|
|
2017
Q2 | $58K | Buy |
2,492
+815
| +49% | +$19K | 0.01% | 895 |
|
|
2017
Q1 | $40K | Buy |
1,677
+1,177
| +235% | +$28.1K | 0.01% | 858 |
|
|
2016
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 1200 |
|
|
2016
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 1252 |
|
|
2016
Q2 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 1201 |
|