ZWJ Investment Counsel’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 |
-1,333
| Closed | -$202K | – | 198 |
|
2023
Q2 | $202K | Hold |
1,333
| – | – | 0.01% | 183 |
|
2023
Q1 | $201K | Hold |
1,333
| – | – | 0.01% | 183 |
|
2022
Q4 | $209K | Buy |
+1,333
| New | +$209K | 0.01% | 170 |
|
2020
Q2 | – | Sell |
-5,010
| Closed | -$516K | – | 176 |
|
2020
Q1 | $516K | Sell |
5,010
-668
| -12% | -$68.8K | 0.05% | 135 |
|
2019
Q4 | $749K | Buy |
+5,678
| New | +$749K | 0.05% | 123 |
|
2018
Q1 | – | Sell |
-3,854
| Closed | -$388K | – | 227 |
|
2017
Q4 | $388K | Buy |
3,854
+324
| +9% | +$32.6K | 0.03% | 192 |
|
2017
Q3 | $377K | Buy |
3,530
+429
| +14% | +$45.8K | 0.03% | 189 |
|
2017
Q2 | $327K | Buy |
+3,101
| New | +$327K | 0.03% | 222 |
|