SWIM
MNR

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

Smallwood Wealth Investment Management’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
-54,560
Closed -$1.15M – 60
2021
Q4 		$1.15M Buy
+54,560
New +$1.1M 1.07% 18

Other funds holding MNR

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Smallwood Wealth Investment Management's MNR Position: Q1 2022 in Review

Smallwood Wealth Investment Management sold out of Monmouth Real Estate Investment Corp (MNR) in Q1 2022, closing a stake of 54,560 shares — an estimated $1.15M sold.

Smallwood Wealth Investment Management first reported a position in MNR in Q4 2021 and held it in 1 quarter. The position peaked at $1.15M in Q4 2021. 1 fund tracked by Wall St. Rank holds MNR as of Q1 2022.

  • Smallwood Wealth Investment Management reported no remaining Monmouth Real Estate Investment Corp position as of Q1 2022 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 54,560 Monmouth Real Estate Investment Corp shares in Q1 2022, an estimated $1.15M.
  • Smallwood Wealth Investment Management first reported a position in Monmouth Real Estate Investment Corp in Q4 2021 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Monmouth Real Estate Investment Corp position peaked at $1.15M in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q1 2022.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2022, filed 21 Apr 2022.