AWA
VER
Arete Wealth Advisors’s VEREIT, Inc. VER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-26,976
| Closed | -$1.04M | – | 457 |
|
|
2021
Q1 | $1.04M | Sell |
26,976
-305
| -1% | -$11.7K | 0.13% | 156 |
|
|
2020
Q4 | $973K | Sell |
27,281
-103,285
| -79% | -$3.68M | 0.14% | 152 |
|
|
2020
Q3 | $904K | Buy |
+130,566
| New | +$904K | 0.14% | 161 |
|
|
2020
Q2 | – | Sell |
-127,372
| Closed | -$564K | – | 409 |
|
|
2020
Q1 | $564K | Buy |
127,372
+7,805
| +7% | +$34.6K | 0.11% | 182 |
|
|
2019
Q4 | $1.07M | Buy |
119,567
+16,317
| +16% | +$146K | 0.19% | 125 |
|
|
2019
Q3 | $1.01M | Buy |
103,250
+19,949
| +24% | +$195K | 0.19% | 129 |
|
|
2019
Q2 | $749K | Buy |
83,301
+17,224
| +26% | +$155K | 0.15% | 166 |
|
|
2019
Q1 | $553K | Buy |
66,077
+14,320
| +28% | +$120K | 0.12% | 197 |
|
|
2018
Q4 | $370K | Sell |
51,757
-4,700
| -8% | -$33.6K | 0.09% | 234 |
|
|
2018
Q3 | $409K | Sell |
56,457
-49,120
| -47% | -$356K | 0.09% | 217 |
|
|
2018
Q2 | $785K | Buy |
105,577
+3,000
| +3% | +$22.3K | 0.19% | 137 |
|
|
2018
Q1 | $714K | Buy |
102,577
+12,040
| +13% | +$83.8K | 0.24% | 122 |
|
|
2017
Q4 | $705K | Sell |
90,537
-1
| -0% | -$8 | 0.23% | 121 |
|
|
2017
Q3 | $751K | Buy |
90,538
+5,853
| +7% | +$48.6K | 0.3% | 101 |
|
|
2017
Q2 | $689K | Buy |
84,685
+22,831
| +37% | +$186K | 0.31% | 89 |
|
|
2017
Q1 | $525K | Sell |
61,854
-1,860
| -3% | -$15.8K | 0.23% | 99 |
|
|
2016
Q4 | $539K | Buy |
63,714
+16,450
| +35% | +$139K | 0.25% | 89 |
|
|
2016
Q3 | $490K | Buy |
47,264
+4,192
| +10% | +$43.5K | 0.28% | 84 |
|
|
2016
Q2 | $437K | Hold |
43,072
| – | – | 0.28% | 78 |
|
|
2016
Q1 | $382K | Sell |
43,072
-2,000
| -4% | -$17.7K | 0.23% | 84 |
|
|
2015
Q4 | $357K | Sell |
45,072
-904
| -2% | -$7.16K | 0.22% | 82 |
|
|
2015
Q3 | $355K | Buy |
45,976
+5,400
| +13% | +$41.7K | 0.28% | 74 |
|
|
2015
Q2 | $330K | Buy |
40,576
+2,000
| +5% | +$16.3K | 0.22% | 92 |
|
|
2015
Q1 | $376K | Sell |
38,576
-4,781
| -11% | -$46.6K | 0.24% | 92 |
|
|
2014
Q4 | $392K | Sell |
43,357
-80,892
| -65% | -$731K | 0.28% | 79 |
|
|
2014
Q3 | $1.49M | Buy |
124,249
+7,089
| +6% | +$85.2K | 1.13% | 21 |
|
|
2014
Q2 | $1.47M | Buy |
117,160
+56,581
| +93% | +$712K | 1.15% | 20 |
|
|
2014
Q1 | $846K | Buy |
+60,579
| New | +$846K | 0.79% | 31 |
|