D. SCOTT NEAL, INC. NSA Holdings History

Number of Shares
256,235.00
Current Holdings Value*
$8.20 Mil
% of Portfolio
4.09%
Total Estimate Gain
$-1.17 Mil
% of Total Estimate Gain
-11.27%

D. SCOTT NEAL, INC.'s National Storage Affiliates Trust Holding Summary

As of 2025-06-30, D. SCOTT NEAL, INC. held 256,235.00 shares of National Storage Affiliates Trust(NSA), totaling $8.20 Mil. This investment constitutes 4.09% of their stock portfolio, and D. SCOTT NEAL, INC. now holds 0.33% of the outstanding National Storage Affiliates Trust(NSA) stock.

The initial trade took place in 2024Q1. And since then D. SCOTT NEAL, INC. has made 2 purchases of NSA, at an average price of $37.58, for a total of 277,176.00 shares. In addition, there have been 4 sales at an average price of $41.00 for 20,941.00 shares. Based on historical transaction data and NSA's current price of $32.72, D. SCOTT NEAL, INC.'s estimated gain on his NSA holdings is $-1.17 Mil, reflecting a -11.27% gain to date.

D. SCOTT NEAL, INC. NSA ($32.72) Holding Chart

D. SCOTT NEAL, INC. NSA ($32.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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