Concord Wealth Partners’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 | $3.55K | Buy |
24
+5
| +26% | +$740 | ﹤0.01% | 673 |
|
|
2025
Q1 | $3.18K | Hold |
19
| – | – | ﹤0.01% | 638 |
|
|
2024
Q4 | $2.94K | Hold |
19
| – | – | ﹤0.01% | 669 |
|
|
2024
Q3 | $3.02K | Hold |
19
| – | – | ﹤0.01% | 698 |
|
|
2024
Q2 | $2.71K | Hold |
19
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $2.5K | Buy |
+19
| New | +$2.5K | ﹤0.01% | 728 |
|
|
2023
Q4 | – | Sell |
-34
| Closed | -$4.37K | – | 945 |
|
|
2023
Q3 | $4.37K | Sell |
34
-6
| -15% | -$772 | ﹤0.01% | 743 |
|
|
2023
Q2 | $6.07K | Hold |
40
| – | – | ﹤0.01% | 674 |
|
|
2023
Q1 | $6.04K | Hold |
40
| – | – | ﹤0.01% | 646 |
|
|
2022
Q4 | $6.28K | Buy |
+40
| New | +$6.28K | ﹤0.01% | 712 |
|
|
2022
Q3 | – | Sell |
-55
| Closed | -$10K | – | 715 |
|
|
2022
Q2 | $10K | Hold |
55
| – | – | ﹤0.01% | 691 |
|
|
2022
Q1 | $12K | Hold |
55
| – | – | ﹤0.01% | 740 |
|
|
2021
Q4 | $13K | Buy |
55
+21
| +62% | +$4.96K | ﹤0.01% | 736 |
|
|
2021
Q3 | $6K | Hold |
34
| – | – | ﹤0.01% | 555 |
|
|
2021
Q2 | $6K | Sell |
34
-3
| -8% | -$529 | ﹤0.01% | 709 |
|
|
2021
Q1 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 670 |
|