Carson Wealth (CWM LLC)’s VEREIT, Inc. VER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $36K | Hold |
779
| – | – | ﹤0.01% | 1548 |
|
|
2021
Q1 | $36K | Hold |
779
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q4 | $36K | Buy |
779
+623
| +399% | +$28.8K | ﹤0.01% | 1548 |
|
|
2020
Q3 | $36K | Hold |
156
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q2 | $36K | Hold |
156
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q1 | $36K | Hold |
156
| – | – | ﹤0.01% | 1548 |
|
|
2019
Q4 | $36K | Hold |
156
| – | – | ﹤0.01% | 1548 |
|
|
2019
Q3 | $36K | Hold |
156
| – | – | ﹤0.01% | 1548 |
|
|
2019
Q2 | $36K | Hold |
156
| – | – | ﹤0.01% | 1548 |
|
|
2019
Q1 | $36K | Sell |
156
-14,393
| -99% | -$3.32M | ﹤0.01% | 1548 |
|
|
2018
Q4 | $520K | Sell |
14,549
-3,553
| -20% | -$127K | 0.01% | 450 |
|
|
2018
Q3 | $657K | Buy |
18,102
+16,702
| +1,193% | +$606K | 0.02% | 351 |
|
|
2018
Q2 | $52K | Buy |
1,400
+915
| +189% | +$34K | ﹤0.01% | 625 |
|
|
2018
Q1 | $17K | Buy |
485
+227
| +88% | +$7.96K | ﹤0.01% | 744 |
|
|
2017
Q4 | $10K | Sell |
258
-2,873
| -92% | -$111K | ﹤0.01% | 896 |
|
|
2017
Q3 | $130K | Hold |
3,131
| – | – | 0.01% | 378 |
|
|
2017
Q2 | $127K | Sell |
3,131
-488
| -13% | -$19.8K | 0.01% | 359 |
|
|
2017
Q1 | $154K | Buy |
3,619
+791
| +28% | +$33.7K | 0.01% | 318 |
|
|
2016
Q4 | $120K | Buy |
2,828
+39
| +1% | +$1.66K | 0.01% | 328 |
|
|
2016
Q3 | $145K | Buy |
2,789
+37
| +1% | +$1.92K | 0.01% | 293 |
|
|
2016
Q2 | $140K | Buy |
2,752
+41
| +2% | +$2.09K | 0.01% | 271 |
|
|
2016
Q1 | $120K | Sell |
2,711
-171
| -6% | -$7.57K | 0.01% | 262 |
|
|
2015
Q4 | $114K | Buy |
2,882
+267
| +10% | +$10.6K | 0.01% | 252 |
|
|
2015
Q3 | $101K | Sell |
2,615
-660
| -20% | -$25.5K | 0.01% | 239 |
|
|
2015
Q2 | $133K | Hold |
3,275
| – | – | 0.01% | 182 |
|
|
2015
Q1 | $161K | Hold |
3,275
| – | – | 0.02% | 178 |
|
|
2014
Q4 | $148K | Buy |
3,275
+70
| +2% | +$3.16K | 0.02% | 168 |
|
|
2014
Q3 | $193K | Buy |
3,205
+48
| +2% | +$2.89K | 0.03% | 177 |
|
|
2014
Q2 | $198K | Buy |
3,157
+48
| +2% | +$3.01K | 0.04% | 174 |
|
|
2014
Q1 | $218K | Buy |
+3,109
| New | +$218K | 0.03% | 131 |
|