Mark Sheptoff Financial Planning’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 | $22.9K | Hold |
155
| – | – | 0.01% | 258 |
|
|
2025
Q1 | $26K | Hold |
155
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $24K | Hold |
155
| – | – | 0.01% | 244 |
|
|
2024
Q3 | $24.6K | Hold |
155
| – | – | 0.01% | 231 |
|
|
2024
Q2 | $22.1K | Hold |
155
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $20.4K | Hold |
155
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $20.8K | Hold |
155
| – | – | 0.01% | 223 |
|
|
2023
Q3 | $19.9K | Hold |
155
| – | – | 0.01% | 214 |
|
|
2023
Q2 | $23.5K | Hold |
155
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $23.4K | Hold |
155
| – | – | 0.01% | 209 |
|
|
2022
Q4 | $24.3K | Hold |
155
| – | – | 0.01% | 205 |
|
|
2022
Q3 | $24K | Hold |
155
| – | – | 0.01% | 192 |
|
|
2022
Q2 | $27K | Hold |
155
| – | – | 0.02% | 195 |
|
|
2022
Q1 | $32K | Hold |
155
| – | – | 0.02% | 206 |
|
|
2021
Q4 | $36K | Hold |
155
| – | – | 0.02% | 206 |
|
|
2021
Q3 | $29K | Hold |
155
| – | – | 0.02% | 212 |
|
|
2021
Q2 | $26K | Hold |
155
| – | – | 0.01% | 247 |
|
|
2021
Q1 | $22K | Hold |
155
| – | – | 0.01% | 222 |
|
|
2020
Q4 | $20K | Buy |
+155
| New | +$20K | 0.01% | 219 |
|
|
2020
Q3 | – | Sell |
-155
| Closed | -$18K | – | 354 |
|
|
2020
Q2 | $18K | Hold |
155
| – | – | 0.01% | 206 |
|
|
2020
Q1 | $16K | Hold |
155
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $20K | Hold |
155
| – | – | 0.01% | 217 |
|
|
2019
Q3 | $20K | Buy |
+155
| New | +$20K | 0.01% | 210 |
|