Valeo Financial Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,480	Closed	-$219K	–	866
2025 Q2	$219K	Buy	+1,480	New	+$231K	0.01%	679
2021 Q2	–	Sell	-1	Closed	–	–	1259
2021 Q1	$0	Hold	1	–	–	﹤0.01%	2124
2020 Q4	$0	Hold	1	–	–	﹤0.01%	1777
2020 Q3	$0	Sell	1 -20	-95%	-$2.31K	﹤0.01%	1925
2020 Q2	$2K	Buy	21 +20	+2,000%	+$2.25K	﹤0.01%	1773
2020 Q1	$0	Buy	+1	New	+$130	﹤0.01%	1868
2019 Q4	–	Sell	-2,000	Closed	-$268K	–	1680
2019 Q3	$260K	Buy	+2,000	New	+$249K	0.03%	246
2019 Q2	–	Sell	-45	Closed	-$5K	–	1617
2019 Q1	$5K	Hold	45	–	–	﹤0.01%	1171
2018 Q4	$4K	Buy	45 +4	+10%	+$397	﹤0.01%	1146
2018 Q3	$4K	Buy	41 +5	+14%	+$506	﹤0.01%	1275
2018 Q2	$4K	Buy	+36	New	+$3.36K	﹤0.01%	1195