Shelton Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,858
| Closed | -$1.63M | – | 810 |
|
|
2020
Q4 | $1.63M | Sell |
12,858
-4,000
| -24% | -$507K | 0.07% | 219 |
|
|
2020
Q3 | $1.96M | Hold |
16,858
| – | – | 0.08% | 256 |
|
|
2020
Q2 | $1.93M | Hold |
16,858
| – | – | 0.11% | 178 |
|
|
2020
Q1 | $1.74M | Hold |
16,858
| – | – | 0.13% | 147 |
|
|
2019
Q4 | $2.22M | Buy |
+16,858
| New | +$2.22M | 0.12% | 155 |
|
|
2017
Q1 | – | Sell |
-6,905
| Closed | -$676K | – | 880 |
|
|
2016
Q4 | $676K | Sell |
6,905
-304
| -4% | -$29.8K | 0.05% | 289 |
|
|
2016
Q3 | $678K | Hold |
7,209
| – | – | 0.06% | 282 |
|
|
2016
Q2 | $767K | Hold |
7,209
| – | – | 0.07% | 253 |
|
|
2016
Q1 | $737K | Hold |
7,209
| – | – | 0.07% | 253 |
|
|
2015
Q4 | $655K | Hold |
7,209
| – | – | 0.06% | 263 |
|
|
2015
Q3 | $590K | Hold |
7,209
| – | – | 0.06% | 291 |
|
|
2015
Q2 | $525K | Hold |
7,209
| – | – | 0.05% | 344 |
|
|
2015
Q1 | $557K | Sell |
7,209
-543
| -7% | -$42K | 0.06% | 344 |
|
|
2014
Q4 | $579K | Sell |
7,752
-448
| -5% | -$33.5K | 0.07% | 306 |
|
|
2014
Q3 | $538K | Hold |
8,200
| – | – | 0.07% | 310 |
|
|
2014
Q2 | $599K | Hold |
8,200
| – | – | 0.08% | 289 |
|
|
2014
Q1 | $560K | Hold |
8,200
| – | – | 0.08% | 286 |
|
|
2013
Q4 | $498K | Buy |
+8,200
| New | +$498K | 0.08% | 323 |
|