WealthPLAN Partners’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-18
| Closed | -$2.73K | – | 782 |
|
2023
Q2 | $2.73K | Hold |
18
| – | – | ﹤0.01% | 1030 |
|
2023
Q1 | $2.72K | Buy |
+18
| New | +$2.72K | ﹤0.01% | 1096 |
|
2019
Q2 | – | Sell |
-5,252
| Closed | -$592K | – | 258 |
|
2019
Q1 | $592K | Buy |
5,252
+280
| +6% | +$31.6K | 0.09% | 148 |
|
2018
Q4 | $518K | Buy |
4,972
+240
| +5% | +$25K | 0.08% | 148 |
|
2018
Q3 | $477K | Buy |
4,732
+710
| +18% | +$71.6K | 0.09% | 149 |
|
2018
Q2 | $405K | Buy |
4,022
+90
| +2% | +$9.06K | 0.08% | 159 |
|
2018
Q1 | $359K | Buy |
+3,932
| New | +$359K | 0.08% | 178 |
|