J.W. Cole Advisors’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
$428K Buy
2,890
+230
+9% +$34K 0.01% 974
2025
Q1
$446K Buy
2,660
+1,320
+99% +$221K 0.01% 798
2024
Q4
$207K Hold
1,340
0.01% 896
2024
Q3
$213K Buy
+1,340
New +$213K 0.01% 888
2023
Q3
Sell
-1,523
Closed -$231K 770
2023
Q2
$231K Buy
1,523
+44
+3% +$6.68K 0.02% 659
2023
Q1
$223K Buy
1,479
+92
+7% +$13.9K 0.02% 693
2022
Q4
$218K Buy
1,387
+86
+7% +$13.5K 0.02% 663
2022
Q3
$202K Sell
1,301
-201
-13% -$31.2K 0.02% 672
2022
Q2
$262K Buy
1,502
+1
+0.1% +$174 0.02% 588
2022
Q1
$314K Buy
1,501
+20
+1% +$4.18K 0.02% 602
2021
Q4
$340K Sell
1,481
-7
-0.5% -$1.61K 0.02% 603
2021
Q3
$278K Buy
1,488
+73
+5% +$13.6K 0.02% 370
2021
Q2
$238K Sell
1,415
-40
-3% -$6.73K 0.02% 648
2021
Q1
$210K Buy
+1,455
New +$210K 0.02% 615