Summit Trail 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 | $817K | Buy |
5,521
+1,120
| +25% | +$166K | 0.01% | 549 |
|
|
2025
Q1 | $738K | Buy |
4,401
+2,274
| +107% | +$381K | 0.02% | 192 |
|
|
2024
Q4 | $329K | Buy |
+2,127
| New | +$329K | 0.01% | 275 |
|
|
2018
Q3 | – | Sell |
-420
| Closed | -$42K | – | 381 |
|
|
2018
Q2 | $42K | Buy |
+420
| New | +$42K | 0.01% | 319 |
|
|
2018
Q1 | – | Sell |
-178
| Closed | -$17K | – | 1154 |
|
|
2017
Q4 | $17K | Buy |
+178
| New | +$17K | ﹤0.01% | 1083 |
|