Compass Wealth Management’s Mid-America Apartment Communities MAA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,000
| Closed | -$168K | – | 294 |
|
2025
Q1 | $168K | Hold |
1,000
| – | – | 0.04% | 157 |
|
2024
Q4 | $155K | Hold |
1,000
| – | – | 0.04% | 162 |
|
2024
Q3 | $159K | Sell |
1,000
-20
| -2% | -$3.18K | 0.04% | 166 |
|
2024
Q2 | $145K | Hold |
1,020
| – | – | 0.04% | 174 |
|
2024
Q1 | $134K | Hold |
1,020
| – | – | 0.03% | 181 |
|
2023
Q4 | $137K | Buy |
+1,020
| New | +$137K | 0.04% | 172 |
|