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 |
|