BRWA
VER
B. Riley Wealth Advisors’s VEREIT, Inc. VER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,559
| Closed | -$96K | – | 1114 |
|
|
2020
Q3 | $96K | Sell |
14,559
-15,399
| -51% | -$102K | 0.01% | 898 |
|
|
2020
Q2 | $193K | Buy |
29,958
+2,060
| +7% | +$13.3K | 0.01% | 777 |
|
|
2020
Q1 | $138K | Buy |
27,898
+2,518
| +10% | +$12.5K | 0.01% | 709 |
|
|
2019
Q4 | $236K | Buy |
25,380
+357
| +1% | +$3.32K | 0.02% | 703 |
|
|
2019
Q3 | $246K | Buy |
25,023
+155
| +0.6% | +$1.52K | 0.02% | 666 |
|
|
2019
Q2 | $225K | Buy |
24,868
+2,908
| +13% | +$26.3K | 0.02% | 675 |
|
|
2019
Q1 | $185K | Sell |
21,960
-13,267
| -38% | -$112K | 0.02% | 668 |
|
|
2018
Q4 | $253K | Buy |
35,227
+421
| +1% | +$3.02K | 0.04% | 498 |
|
|
2018
Q3 | $253K | Sell |
34,806
-2,097
| -6% | -$15.2K | 0.03% | 557 |
|
|
2018
Q2 | $276K | Buy |
+36,903
| New | +$276K | 0.04% | 501 |
|
|
2017
Q4 | – | Sell |
-13,950
| Closed | -$114K | – | 674 |
|
|
2017
Q3 | $114K | Hold |
13,950
| – | – | 0.02% | 519 |
|
|
2017
Q2 | $114K | Sell |
13,950
-3,990
| -22% | -$32.6K | 0.02% | 498 |
|
|
2017
Q1 | $153K | Sell |
17,940
-22,415
| -56% | -$191K | 0.03% | 472 |
|
|
2016
Q4 | $342K | Sell |
40,355
-5,831
| -13% | -$49.4K | 0.07% | 317 |
|
|
2016
Q3 | $479K | Sell |
46,186
-17,711
| -28% | -$184K | 0.09% | 274 |
|
|
2016
Q2 | $503K | Sell |
63,897
-79,495
| -55% | -$626K | 0.1% | 248 |
|
|
2016
Q1 | $1.13M | Sell |
143,392
-13,484
| -9% | -$106K | 0.26% | 90 |
|
|
2015
Q4 | $1.24M | Sell |
156,876
-265
| -0.2% | -$2.1K | 0.25% | 105 |
|
|
2015
Q3 | $1.21M | Buy |
+157,141
| New | +$1.21M | 0.29% | 91 |
|
|
2015
Q2 | – | Sell |
-173,414
| Closed | -$1.71M | – | 599 |
|
|
2015
Q1 | $1.71M | Sell |
173,414
-13,576
| -7% | -$134K | 0.42% | 53 |
|
|
2014
Q4 | $12.9K | Buy |
186,990
+138,301
| +284% | +$9.56K | 0.28% | 67 |
|
|
2014
Q3 | $587K | Sell |
48,689
-346,763
| -88% | -$4.18M | 0.15% | 176 |
|
|
2014
Q2 | $2.48M | Buy |
395,452
+200,409
| +103% | +$1.26M | 0.58% | 22 |
|
|
2014
Q1 | $2.74M | Buy |
195,043
+8,747
| +5% | +$123K | 0.83% | 18 |
|
|
2013
Q4 | $2.39M | Sell |
186,296
-2,134
| -1% | -$27.4K | 0.76% | 20 |
|
|
2013
Q3 | $2.3M | Sell |
188,430
-986
| -0.5% | -$12K | 0.79% | 18 |
|
|
2013
Q2 | $2.89M | Buy |
+189,416
| New | +$2.89M | 0.98% | 12 |
|