Surevest’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 |
-42,669
| Closed | -$896K | – | 578 |
|
|
2021
Q4 | $896K | Sell |
42,669
-1,164
| -3% | -$24.4K | 0.21% | 80 |
|
|
2021
Q3 | $817K | Sell |
43,833
-1,323
| -3% | -$24.7K | 0.21% | 78 |
|
|
2021
Q2 | $845K | Sell |
45,156
-48,954
| -52% | -$916K | 0.22% | 76 |
|
|
2021
Q1 | $1.67M | Buy |
94,110
+7,889
| +9% | +$140K | 0.5% | 67 |
|
|
2020
Q4 | $1.49M | Buy |
+86,221
| New | +$1.49M | 0.5% | 64 |
|