Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,496
| Closed | -$31K | – | 3086 |
|
|
2021
Q4 | $31K | Buy |
1,496
+13
| +0.9% | +$269 | ﹤0.01% | 1692 |
|
|
2021
Q3 | $28K | Buy |
1,483
+34
| +2% | +$642 | ﹤0.01% | 1763 |
|
|
2021
Q2 | $27K | Sell |
1,449
-169
| -10% | -$3.15K | ﹤0.01% | 1772 |
|
|
2021
Q1 | $29K | Hold |
1,618
| – | – | ﹤0.01% | 1899 |
|
|
2020
Q4 | $26K | Sell |
1,618
-988
| -38% | -$15.9K | ﹤0.01% | 1767 |
|
|
2020
Q3 | $35K | Buy |
2,606
+17
| +0.7% | +$228 | ﹤0.01% | 1405 |
|
|
2020
Q2 | $35K | Buy |
2,589
+18
| +0.7% | +$243 | ﹤0.01% | 1382 |
|
|
2020
Q1 | $29K | Buy |
2,571
+20
| +0.8% | +$226 | ﹤0.01% | 1368 |
|
|
2019
Q4 | $37K | Buy |
2,551
+16
| +0.6% | +$232 | ﹤0.01% | 1416 |
|
|
2019
Q3 | $36K | Buy |
2,535
+17
| +0.7% | +$241 | ﹤0.01% | 1344 |
|
|
2019
Q2 | $34K | Buy |
2,518
+17
| +0.7% | +$230 | ﹤0.01% | 1387 |
|
|
2019
Q1 | $32K | Sell |
2,501
-183
| -7% | -$2.34K | ﹤0.01% | 1367 |
|
|
2018
Q4 | $33K | Buy |
2,684
+16
| +0.6% | +$197 | ﹤0.01% | 1295 |
|
|
2018
Q3 | $44K | Buy |
2,668
+13
| +0.5% | +$214 | ﹤0.01% | 1240 |
|
|
2018
Q2 | $43K | Buy |
2,655
+15
| +0.6% | +$243 | ﹤0.01% | 1122 |
|
|
2018
Q1 | $39K | Sell |
2,640
-312
| -11% | -$4.61K | ﹤0.01% | 1119 |
|
|
2017
Q4 | $52K | Buy |
2,952
+12
| +0.4% | +$211 | ﹤0.01% | 986 |
|
|
2017
Q3 | $47K | Buy |
2,940
+12
| +0.4% | +$192 | ﹤0.01% | 981 |
|
|
2017
Q2 | $44K | Buy |
2,928
+13
| +0.4% | +$195 | ﹤0.01% | 975 |
|
|
2017
Q1 | $41K | Sell |
2,915
-885
| -23% | -$12.4K | ﹤0.01% | 968 |
|
|
2016
Q4 | $57K | Sell |
3,800
-387
| -9% | -$5.81K | 0.01% | 795 |
|
|
2016
Q3 | $59K | Sell |
4,187
-286
| -6% | -$4.03K | 0.01% | 754 |
|
|
2016
Q2 | $59K | Sell |
4,473
-285
| -6% | -$3.76K | 0.01% | 749 |
|
|
2016
Q1 | $56K | Buy |
+4,758
| New | +$56K | 0.01% | 767 |
|