Carson Wealth (CWM LLC)’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 | $36K | Hold |
779
| – | – | ﹤0.01% | 1551 |
|
|
2021
Q1 | $36K | Hold |
779
| – | – | ﹤0.01% | 1551 |
|
|
2020
Q4 | $36K | Buy |
779
+623
| +399% | +$22.1K | ﹤0.01% | 1551 |
|
|
2020
Q3 | $36K | Hold |
156
| – | – | ﹤0.01% | 1551 |
|
|
2020
Q2 | $36K | Hold |
156
| – | – | ﹤0.01% | 1551 |
|
|
2020
Q1 | $36K | Hold |
156
| – | – | ﹤0.01% | 1551 |
|
|
2019
Q4 | $36K | Hold |
156
| – | – | ﹤0.01% | 1551 |
|
|
2019
Q3 | $36K | Hold |
156
| – | – | ﹤0.01% | 1551 |
|
|
2019
Q2 | $36K | Hold |
156
| – | – | ﹤0.01% | 1551 |
|
|
2019
Q1 | $36K | Sell |
156
-14,393
| -99% | -$575K | ﹤0.01% | 1551 |
|
|
2018
Q4 | $520K | Sell |
14,549
-3,553
| -20% | -$132K | 0.01% | 451 |
|
|
2018
Q3 | $657K | Buy |
18,102
+16,702
| +1,193% | +$637K | 0.02% | 352 |
|
|
2018
Q2 | $52K | Buy |
1,400
+915
| +189% | +$32.1K | ﹤0.01% | 627 |
|
|
2018
Q1 | $17K | Buy |
485
+227
| +88% | +$8.05K | ﹤0.01% | 745 |
|
|
2017
Q4 | $10K | Sell |
258
-2,873
| -92% | -$115K | ﹤0.01% | 897 |
|
|
2017
Q3 | $130K | Hold |
3,131
| – | – | 0.01% | 379 |
|
|
2017
Q2 | $127K | Sell |
3,131
-488
| -13% | -$20.2K | 0.01% | 360 |
|
|
2017
Q1 | $154K | Buy |
3,619
+791
| +28% | +$34.1K | 0.01% | 319 |
|
|
2016
Q4 | $120K | Buy |
2,828
+39
| +1% | +$1.73K | 0.01% | 329 |
|
|
2016
Q3 | $145K | Buy |
2,789
+37
| +1% | +$1.93K | 0.01% | 294 |
|
|
2016
Q2 | $140K | Buy |
2,752
+41
| +2% | +$1.93K | 0.01% | 272 |
|
|
2016
Q1 | $120K | Sell |
2,711
-171
| -6% | -$6.79K | 0.01% | 263 |
|
|
2015
Q4 | $114K | Buy |
2,882
+267
| +10% | +$11K | 0.01% | 253 |
|
|
2015
Q3 | $101K | Sell |
2,615
-660
| -20% | -$27.6K | 0.01% | 240 |
|
|
2015
Q2 | $133K | Hold |
3,275
| – | – | 0.01% | 183 |
|
|
2015
Q1 | $161K | Hold |
3,275
| – | – | 0.02% | 179 |
|
|
2014
Q4 | $148K | Buy |
3,275
+70
| +2% | +$3.43K | 0.02% | 169 |
|
|
2014
Q3 | $193K | Buy |
3,205
+48
| +2% | +$3.09K | 0.03% | 178 |
|
|
2014
Q2 | $198K | Buy |
3,157
+48
| +2% | +$3.08K | 0.04% | 175 |
|
|
2014
Q1 | $218K | Buy |
+3,109
| New | +$217K | 0.03% | 132 |
|
Other funds holding VER
UOC
