Arete Wealth Advisors’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
Q2 | – | Sell |
-26,976
| Closed | -$1.04M | – | 457 |
|
|
2021
Q1 | $1.04M | Sell |
26,976
-305
| -1% | -$11.4K | 0.13% | 156 |
|
|
2020
Q4 | $973K | Buy |
27,281
+1,168
| +4% | +$41.5K | 0.14% | 152 |
|
|
2020
Q3 | $904K | Buy |
+26,113
| New | +$860K | 0.14% | 161 |
|
|
2020
Q2 | – | Sell |
-25,474
| Closed | -$564K | – | 409 |
|
|
2020
Q1 | $564K | Buy |
25,474
+1,561
| +7% | +$65.9K | 0.11% | 182 |
|
|
2019
Q4 | $1.07M | Buy |
23,913
+3,263
| +16% | +$156K | 0.19% | 125 |
|
|
2019
Q3 | $1.01M | Buy |
20,650
+3,990
| +24% | +$188K | 0.19% | 129 |
|
|
2019
Q2 | $749K | Buy |
16,660
+3,445
| +26% | +$149K | 0.15% | 166 |
|
|
2019
Q1 | $553K | Buy |
13,215
+2,864
| +28% | +$114K | 0.12% | 197 |
|
|
2018
Q4 | $370K | Sell |
10,351
-940
| -8% | -$34.9K | 0.09% | 234 |
|
|
2018
Q3 | $409K | Sell |
11,291
-9,824
| -47% | -$375K | 0.09% | 217 |
|
|
2018
Q2 | $785K | Buy |
21,115
+600
| +3% | +$21.1K | 0.19% | 137 |
|
|
2018
Q1 | $714K | Buy |
20,515
+2,408
| +13% | +$85.4K | 0.24% | 122 |
|
|
2017
Q4 | $705K | Sell |
18,107
-1
| -0% | -$40 | 0.23% | 121 |
|
|
2017
Q3 | $751K | Buy |
18,108
+1,171
| +7% | +$49.4K | 0.3% | 101 |
|
|
2017
Q2 | $689K | Buy |
16,937
+4,566
| +37% | +$189K | 0.31% | 89 |
|
|
2017
Q1 | $525K | Sell |
12,371
-372
| -3% | -$16K | 0.23% | 99 |
|
|
2016
Q4 | $539K | Buy |
12,743
+3,290
| +35% | +$146K | 0.25% | 89 |
|
|
2016
Q3 | $490K | Buy |
9,453
+839
| +10% | +$43.7K | 0.28% | 84 |
|
|
2016
Q2 | $437K | Hold |
8,614
| – | – | 0.28% | 78 |
|
|
2016
Q1 | $382K | Sell |
8,614
-400
| -4% | -$15.9K | 0.23% | 84 |
|
|
2015
Q4 | $357K | Sell |
9,014
-181
| -2% | -$7.42K | 0.22% | 82 |
|
|
2015
Q3 | $355K | Buy |
9,195
+1,080
| +13% | +$45.1K | 0.28% | 75 |
|
|
2015
Q2 | $330K | Buy |
8,115
+400
| +5% | +$18K | 0.22% | 92 |
|
|
2015
Q1 | $376K | Sell |
7,715
-956
| -11% | -$45.7K | 0.24% | 92 |
|
|
2014
Q4 | $392K | Sell |
8,671
-16,179
| -65% | -$793K | 0.28% | 79 |
|
|
2014
Q3 | $1.49M | Buy |
24,850
+1,418
| +6% | +$91.2K | 1.13% | 21 |
|
|
2014
Q2 | $1.47M | Buy |
23,432
+11,316
| +93% | +$727K | 1.15% | 20 |
|
|
2014
Q1 | $846K | Buy |
+12,116
| New | +$844K | 0.79% | 31 |
|
Other funds holding VER
UOC
