Carson Wealth (CWM LLC)’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MNR Stock Details MNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-450	Closed	-$9K	–	4061
2021 Q4	$9K	Buy	+450	New	+$9.08K	﹤0.01%	2450

Other funds holding MNR

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MNR Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Monmouth Real Estate Investment Corp (MNR) in Q1 2022, closing a stake of 450 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in MNR in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 1 fund tracked by Wall St. Rank holds MNR as of Q1 2022.

Carson Wealth (CWM LLC) reported no remaining Monmouth Real Estate Investment Corp position as of Q1 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 450 Monmouth Real Estate Investment Corp shares in Q1 2022, an estimated $9K.
Carson Wealth (CWM LLC) first reported a position in Monmouth Real Estate Investment Corp in Q4 2021 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Monmouth Real Estate Investment Corp position peaked at $9K in Q4 2021.
1 fund tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.