CWM
Concentric Wealth Management’s Mid-America Apartment Communities MAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $245K | Hold |
1,541
| – | – | 0.06% | 126 |
|
|
2024
Q2 | $220K | Hold |
1,541
| – | – | 0.06% | 130 |
|
|
2024
Q1 | $203K | Sell |
1,541
-180
| -10% | -$23.7K | 0.05% | 135 |
|
|
2023
Q4 | $231K | Sell |
1,721
-80
| -4% | -$10.8K | 0.07% | 120 |
|
|
2023
Q3 | $232K | Hold |
1,801
| – | – | 0.08% | 113 |
|
|
2023
Q2 | $274K | Hold |
1,801
| – | – | 0.09% | 105 |
|
|
2023
Q1 | $272K | Sell |
1,801
-170
| -9% | -$25.7K | 0.09% | 107 |
|
|
2022
Q4 | $309K | Sell |
1,971
-50
| -2% | -$7.85K | 0.11% | 105 |
|
|
2022
Q3 | $313K | Hold |
2,021
| – | – | 0.12% | 104 |
|
|
2022
Q2 | $353K | Sell |
2,021
-400
| -17% | -$69.9K | 0.12% | 102 |
|
|
2022
Q1 | $507K | Hold |
2,421
| – | – | 0.15% | 97 |
|
|
2021
Q4 | $555K | Sell |
2,421
-270
| -10% | -$61.9K | 0.16% | 94 |
|
|
2021
Q3 | $503K | Sell |
2,691
-135
| -5% | -$25.2K | 0.15% | 95 |
|
|
2021
Q2 | $476K | Hold |
2,826
| – | – | 0.15% | 95 |
|
|
2021
Q1 | $408K | Sell |
2,826
-120
| -4% | -$17.3K | 0.13% | 100 |
|
|
2020
Q4 | $373K | Sell |
2,946
-725
| -20% | -$91.8K | 0.14% | 98 |
|
|
2020
Q3 | $426K | Hold |
3,671
| – | – | 0.18% | 91 |
|
|
2020
Q2 | $421K | Sell |
3,671
-40
| -1% | -$4.59K | 0.2% | 88 |
|
|
2020
Q1 | $382K | Sell |
3,711
-30
| -0.8% | -$3.09K | 0.21% | 84 |
|
|
2019
Q4 | $493K | Buy |
+3,741
| New | +$493K | 0.21% | 89 |
|