Linscomb Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,490
| Closed | -$440K | – | 255 |
|
|
2016
Q4 | $440K | Sell |
4,490
-801
| -15% | -$78.5K | 0.04% | 177 |
|
|
2016
Q3 | $497K | Sell |
5,291
-79
| -1% | -$7.42K | 0.05% | 166 |
|
|
2016
Q2 | $571K | Sell |
5,370
-74
| -1% | -$7.87K | 0.06% | 146 |
|
|
2016
Q1 | $556K | Sell |
5,444
-82
| -1% | -$8.38K | 0.06% | 145 |
|
|
2015
Q4 | $502K | Sell |
5,526
-144
| -3% | -$13.1K | 0.06% | 153 |
|
|
2015
Q3 | $464K | Hold |
5,670
| – | – | 0.05% | 166 |
|
|
2015
Q2 | $413K | Hold |
5,670
| – | – | 0.05% | 186 |
|
|
2015
Q1 | $438K | Hold |
5,670
| – | – | 0.05% | 183 |
|
|
2014
Q4 | $423K | Hold |
5,670
| – | – | 0.05% | 185 |
|
|
2014
Q3 | $372K | Hold |
5,670
| – | – | 0.04% | 198 |
|
|
2014
Q2 | $414K | Buy |
+5,670
| New | +$414K | 0.04% | 185 |
|