Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,220
| Closed | -$21.6K | – | 7623 |
|
|
2021
Q1 | $21.6K | Buy |
+1,220
| New | +$21.6K | ﹤0.01% | 2437 |
|
|
2020
Q4 | – | Sell |
-19,511
| Closed | -$270K | – | 3088 |
|
|
2020
Q3 | $270K | Buy |
19,511
+22
| +0.1% | +$304 | 0.01% | 844 |
|
|
2020
Q2 | $282K | Sell |
19,489
-309
| -2% | -$4.47K | 0.01% | 776 |
|
|
2020
Q1 | $238K | Sell |
19,798
-19,048
| -49% | -$229K | 0.01% | 741 |
|
|
2019
Q4 | $562K | Sell |
38,846
-6,427
| -14% | -$93K | 0.02% | 600 |
|
|
2019
Q3 | $652K | Sell |
45,273
-10,764
| -19% | -$155K | 0.02% | 515 |
|
|
2019
Q2 | $759K | Sell |
56,037
-180
| -0.3% | -$2.44K | 0.03% | 447 |
|
|
2019
Q1 | $740K | Sell |
56,217
-3,058
| -5% | -$40.3K | 0.03% | 425 |
|
|
2018
Q4 | $735K | Sell |
59,275
-2,082
| -3% | -$25.8K | 0.04% | 402 |
|
|
2018
Q3 | $1.03M | Buy |
61,357
+5,995
| +11% | +$100K | 0.05% | 336 |
|
|
2018
Q2 | $915K | Buy |
55,362
+5,590
| +11% | +$92.4K | 0.05% | 317 |
|
|
2018
Q1 | $748K | Buy |
+49,772
| New | +$748K | 0.05% | 323 |
|