Kingswood Wealth 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
$3.52M Sell
23,778
-464
-2% -$68.7K 0.28% 82
2025
Q1
$4.06M Sell
24,242
-1,623
-6% -$272K 0.37% 52
2024
Q4
$4M Sell
25,865
-1,717
-6% -$265K 0.3% 64
2024
Q3
$4.38M Sell
27,582
-69
-0.2% -$11K 0.31% 69
2024
Q2
$3.94M Buy
27,651
+7,260
+36% +$1.04M 0.36% 62
2024
Q1
$2.68M Sell
20,391
-6,454
-24% -$849K 0.31% 70
2023
Q4
$3.61M Buy
26,845
+1,827
+7% +$246K 0.41% 47
2023
Q3
$3.22M Buy
+25,018
New +$3.22M 0.55% 42