Concentric Wealth Management’s Mid-America Apartment Communities MAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $245K | Hold |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $507K | Hold |
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|
2021
Q4 | $555K | Sell |
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|
2021
Q3 | $503K | Sell |
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|
2021
Q2 | $476K | Hold |
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|
2021
Q1 | $408K | Sell |
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|
2020
Q4 | $373K | Sell |
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|
2020
Q3 | $426K | Hold |
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|
2020
Q2 | $421K | Sell |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $493K | Buy |
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