Naviter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
9,321
+754
| +9% | +$112K | 0.17% | 142 |
|
|
2025
Q1 | $1.42M | Buy |
8,567
+93
| +1% | +$15.4K | 0.17% | 146 |
|
|
2024
Q4 | $1.31M | Buy |
8,474
+768
| +10% | +$119K | 0.16% | 150 |
|
|
2024
Q3 | $1.22M | Sell |
7,706
-399
| -5% | -$63.4K | 0.17% | 147 |
|
|
2024
Q2 | $1.16M | Sell |
8,105
-1,008
| -11% | -$144K | 0.17% | 146 |
|
|
2024
Q1 | $1.2M | Buy |
9,113
+1,883
| +26% | +$248K | 0.2% | 139 |
|
|
2023
Q4 | $972K | Buy |
7,230
+782
| +12% | +$105K | 0.2% | 135 |
|
|
2023
Q3 | $830K | Buy |
6,448
+249
| +4% | +$32K | 0.2% | 124 |
|
|
2023
Q2 | $941K | Buy |
6,199
+853
| +16% | +$130K | 0.24% | 109 |
|
|
2023
Q1 | $807K | Buy |
5,346
+1,554
| +41% | +$235K | 0.28% | 97 |
|
|
2022
Q4 | $617K | Buy |
3,792
+567
| +18% | +$92.2K | 0.17% | 135 |
|
|
2022
Q3 | $500K | Buy |
+3,225
| New | +$500K | 0.2% | 121 |
|