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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

NSA holding history

National Storage Affiliates Trust in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NSA overviewAll 13F holders of NSAFull Q3 2023 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of NSA by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−1,966−100.0%Sold outHolders
Q3 20221,966$81.7K<0.1%00.0%UnchangedHolders
Q2 20221,966$98.4K<0.1%+1,948+10,822.2%AddedHolders
Q1 202218$1.13K<0.1%+10+125.0%AddedHolders
Q4 20218$554<0.1%+8NewHolders
Q2 20210$00.0%−1,264−100.0%Sold outHolders
Q1 20211,264$50.5K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.