AE Wealth Management’s VEREIT, Inc. VER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-18,131
| Closed | -$820K | – | 1826 |
|
|
2021
Q3 | $820K | Sell |
18,131
-276
| -1% | -$13.4K | 0.01% | 937 |
|
|
2021
Q2 | $845K | Sell |
18,407
-3,464
| -16% | -$157K | 0.01% | 897 |
|
|
2021
Q1 | $845K | Sell |
21,871
-466
| -2% | -$17.4K | 0.01% | 829 |
|
|
2020
Q4 | $844K | Buy |
22,337
+662
| +3% | +$23.5K | 0.01% | 768 |
|
|
2020
Q3 | $704K | Sell |
21,675
-7,790
| -26% | -$257K | 0.01% | 739 |
|
|
2020
Q2 | $947K | Buy |
29,465
+9,833
| +50% | +$274K | 0.01% | 646 |
|
|
2020
Q1 | $480K | Buy |
19,632
+8,444
| +75% | +$357K | 0.01% | 699 |
|
|
2019
Q4 | $517K | Sell |
11,188
-2,644
| -19% | -$127K | 0.01% | 726 |
|
|
2019
Q3 | $676K | Buy |
13,832
+1,782
| +15% | +$84.1K | 0.02% | 541 |
|
|
2019
Q2 | $543K | Buy |
12,050
+7,271
| +152% | +$314K | 0.02% | 561 |
|
|
2019
Q1 | $200K | Buy |
4,779
+1,029
| +27% | +$41.1K | 0.01% | 599 |
|
|
2018
Q4 | $134K | Sell |
3,750
-1,144
| -23% | -$42.5K | 0.02% | 453 |
|
|
2018
Q3 | $178K | Sell |
4,894
-279
| -5% | -$10.6K | 0.01% | 567 |
|
|
2018
Q2 | $192K | Buy |
5,173
+300
| +6% | +$10.5K | 0.01% | 425 |
|
|
2018
Q1 | $170K | Sell |
4,873
-800
| -14% | -$28.4K | 0.01% | 418 |
|
|
2017
Q4 | $221K | Sell |
5,673
-1,958
| -26% | -$78.5K | 0.02% | 379 |
|
|
2017
Q3 | $316K | Buy |
7,631
+1,044
| +16% | +$44K | 0.03% | 298 |
|
|
2017
Q2 | $268K | Buy |
6,587
+915
| +16% | +$37.8K | 0.03% | 313 |
|
|
2017
Q1 | $241K | Buy |
5,672
+2,265
| +66% | +$97.6K | 0.04% | 236 |
|
|
2016
Q4 | $144K | Buy |
+3,407
| New | +$151K | 0.06% | 188 |
|
