CreativeOne Wealth’s Monmouth Real Estate Investment Corp MNR Stock Holding History

CreativeOne Wealth’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	-20,676	Closed	-$435K	–	840
2021 Q4	$435K	Hold	20,676	–	–	0.02%	489
2021 Q3	$385K	Sell	20,676 -4,522	-18%	-$85.6K	0.02%	476
2021 Q2	$472K	Buy	25,198 +761	+3%	+$14.3K	0.03%	393
2021 Q1	$433K	Buy	24,437 +4,568	+23%	+$80.6K	0.03%	361
2020 Q4	$344K	Buy	+19,869	New	+$300K	0.03%	350

Other funds holding MNR

NEWAS

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

CreativeOne Wealth's MNR Position: Q1 2022 in Review

CreativeOne Wealth sold out of Monmouth Real Estate Investment Corp (MNR) in Q1 2022, closing a stake of 20,676 shares — an estimated $435K sold.

CreativeOne Wealth first reported a position in MNR in Q4 2020 and held it in 5 quarters. The position peaked at $472K in Q2 2021. 1 fund tracked by Wall St. Rank holds MNR as of Q1 2022.

CreativeOne Wealth reported no remaining Monmouth Real Estate Investment Corp position as of Q1 2022 after selling out during the quarter.
CreativeOne Wealth sold 20,676 Monmouth Real Estate Investment Corp shares in Q1 2022, an estimated $435K.
CreativeOne Wealth first reported a position in Monmouth Real Estate Investment Corp in Q4 2020 and held it in 5 quarters.
CreativeOne Wealth's Monmouth Real Estate Investment Corp position peaked at $472K in Q2 2021.
1 fund tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q1 2022.

Based on CreativeOne Wealth's 13F filing for Q1 2022, filed 13 May 2022.