Creative Planning’s Monmouth Real Estate Investment Corp MNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-22,210
| Closed | -$334K | – | 2056 |
|
|
2018
Q1 | $334K | Buy |
22,210
+60
| +0.3% | +$902 | ﹤0.01% | 1278 |
|
|
2017
Q4 | $394K | Buy |
22,150
+2,751
| +14% | +$48.9K | ﹤0.01% | 1195 |
|
|
2017
Q3 | $314K | Sell |
19,399
-6,293
| -24% | -$102K | ﹤0.01% | 1297 |
|
|
2017
Q2 | $387K | Buy |
25,692
+952
| +4% | +$14.3K | ﹤0.01% | 1144 |
|
|
2017
Q1 | $353K | Hold |
24,740
| – | – | ﹤0.01% | 1166 |
|
|
2016
Q4 | $377K | Sell |
24,740
-300
| -1% | -$4.57K | ﹤0.01% | 1062 |
|
|
2016
Q3 | $357K | Buy |
25,040
+601
| +2% | +$8.57K | ﹤0.01% | 1076 |
|
|
2016
Q2 | $324K | Buy |
24,439
+5,800
| +31% | +$76.9K | ﹤0.01% | 993 |
|
|
2016
Q1 | $222K | Buy |
18,639
+3,639
| +24% | +$43.3K | ﹤0.01% | 1158 |
|
|
2015
Q4 | $157K | Buy |
15,000
+1,500
| +11% | +$15.7K | ﹤0.01% | 1350 |
|
|
2015
Q3 | $132K | Hold |
13,500
| – | – | ﹤0.01% | 1418 |
|
|
2015
Q2 | $131K | Hold |
13,500
| – | – | ﹤0.01% | 937 |
|
|
2015
Q1 | $150K | Hold |
13,500
| – | – | ﹤0.01% | 1337 |
|
|
2014
Q4 | $149K | Buy |
13,500
+11,500
| +575% | +$127K | ﹤0.01% | 1306 |
|
|
2014
Q3 | $20K | Buy |
2,000
+1,000
| +100% | +$10K | ﹤0.01% | 2538 |
|
|
2014
Q2 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 2842 |
|
|
2014
Q1 | $10K | Sell |
1,000
-268
| -21% | -$2.68K | ﹤0.01% | 2739 |
|
|
2013
Q4 | $12K | Sell |
1,268
-3,658
| -74% | -$34.6K | ﹤0.01% | 2506 |
|
|
2013
Q3 | $45K | Buy |
4,926
+3,926
| +393% | +$35.9K | ﹤0.01% | 1583 |
|
|
2013
Q2 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 2305 |
|