WFG Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $531K | Buy |
35,272
+3,380
| +11% | +$50.9K | 0.12% | 194 |
|
2017
Q1 | $455K | Sell |
31,892
-2,129
| -6% | -$30.4K | 0.12% | 185 |
|
2016
Q4 | $518K | Sell |
34,021
-1,746
| -5% | -$26.6K | 0.13% | 200 |
|
2016
Q3 | $510K | Buy |
35,767
+405
| +1% | +$5.78K | 0.13% | 178 |
|
2016
Q2 | $469K | Buy |
35,362
+1,918
| +6% | +$25.4K | 0.13% | 175 |
|
2016
Q1 | $398K | Sell |
33,444
-3,208
| -9% | -$38.2K | 0.12% | 193 |
|
2015
Q4 | $383K | Buy |
36,652
+47
| +0.1% | +$491 | 0.11% | 193 |
|
2015
Q3 | $357K | Buy |
36,605
+4,036
| +12% | +$39.4K | 0.11% | 192 |
|
2015
Q2 | $317K | Sell |
32,569
-3,553
| -10% | -$34.6K | 0.09% | 235 |
|
2015
Q1 | $401K | Buy |
36,122
+847
| +2% | +$9.4K | 0.11% | 207 |
|
2014
Q4 | $390K | Buy |
35,275
+25,650
| +266% | +$284K | 0.08% | 278 |
|
2014
Q3 | $97K | Buy |
+9,625
| New | +$97K | 0.02% | 677 |
|