BWM
BCS Wealth Management’s Mid-America Apartment Communities MAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Hold |
1,349
| – | – | 0.04% | 260 |
|
|
2025
Q1 | $226K | Hold |
1,349
| – | – | 0.06% | 225 |
|
|
2024
Q4 | $209K | Hold |
1,349
| – | – | 0.05% | 247 |
|
|
2024
Q3 | $214K | Sell |
1,349
-176
| -12% | -$27.9K | 0.09% | 156 |
|
|
2024
Q2 | $217K | Hold |
1,525
| – | – | 0.11% | 144 |
|
|
2024
Q1 | $201K | Hold |
1,525
| – | – | 0.06% | 230 |
|
|
2023
Q4 | $205K | Buy |
+1,525
| New | +$205K | 0.08% | 215 |
|
|
2023
Q3 | – | Sell |
-1,526
| Closed | -$232K | – | 201 |
|
|
2023
Q2 | $232K | Hold |
1,526
| – | – | 0.17% | 102 |
|
|
2023
Q1 | $230K | Hold |
1,526
| – | – | 0.1% | 141 |
|
|
2022
Q4 | $240K | Hold |
1,526
| – | – | 0.1% | 168 |
|
|
2022
Q3 | $237K | Hold |
1,526
| – | – | 0.11% | 154 |
|
|
2022
Q2 | $267K | Hold |
1,526
| – | – | 0.12% | 143 |
|
|
2022
Q1 | $320K | Hold |
1,526
| – | – | 0.13% | 140 |
|
|
2021
Q4 | $350K | Hold |
1,526
| – | – | 0.13% | 143 |
|
|
2021
Q3 | $285K | Buy |
1,526
+1
| +0.1% | +$187 | 0.12% | 140 |
|
|
2021
Q2 | $257K | Hold |
1,525
| – | – | 0.14% | 134 |
|
|
2021
Q1 | $220K | Buy |
+1,525
| New | +$220K | 0.1% | 145 |
|
|
2020
Q1 | – | Sell |
-1,525
| Closed | -$201K | – | 117 |
|
|
2019
Q4 | $201K | Buy |
+1,525
| New | +$201K | 0.13% | 109 |
|