Creative Planning’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 | – | Sell |
-5,203
| Closed | -$201K | – | 2475 |
|
|
2021
Q1 | $201K | Buy |
+5,203
| New | +$201K | ﹤0.01% | 2059 |
|
|
2020
Q4 | – | Sell |
-5,140
| Closed | -$167K | – | 2225 |
|
|
2020
Q3 | $167K | Buy |
5,140
+1,066
| +26% | +$34.6K | ﹤0.01% | 1694 |
|
|
2020
Q2 | $131K | Buy |
+4,074
| New | +$131K | ﹤0.01% | 1597 |
|
|
2020
Q1 | – | Sell |
-2,255
| Closed | -$104K | – | 1975 |
|
|
2019
Q4 | $104K | Buy |
+2,255
| New | +$104K | ﹤0.01% | 1734 |
|
|
2018
Q4 | – | Sell |
-2,541
| Closed | -$92K | – | 1975 |
|
|
2018
Q3 | $92K | Buy |
2,541
+20
| +0.8% | +$724 | ﹤0.01% | 1783 |
|
|
2018
Q2 | $94K | Sell |
2,521
-337
| -12% | -$12.6K | ﹤0.01% | 1759 |
|
|
2018
Q1 | $99K | Buy |
2,858
+851
| +42% | +$29.5K | ﹤0.01% | 1733 |
|
|
2017
Q4 | $78K | Sell |
2,007
-763
| -28% | -$29.7K | ﹤0.01% | 1745 |
|
|
2017
Q3 | $115K | Sell |
2,770
-222
| -7% | -$9.22K | ﹤0.01% | 1686 |
|
|
2017
Q2 | $122K | Buy |
2,992
+390
| +15% | +$15.9K | ﹤0.01% | 1834 |
|
|
2017
Q1 | $110K | Buy |
2,602
+214
| +9% | +$9.05K | ﹤0.01% | 1879 |
|
|
2016
Q4 | $101K | Sell |
2,388
-113
| -5% | -$4.78K | ﹤0.01% | 1848 |
|
|
2016
Q3 | $130K | Sell |
2,501
-118
| -5% | -$6.13K | ﹤0.01% | 1654 |
|
|
2016
Q2 | $133K | Buy |
2,619
+397
| +18% | +$20.2K | ﹤0.01% | 1486 |
|
|
2016
Q1 | $99K | Sell |
2,222
-3,697
| -62% | -$165K | ﹤0.01% | 1635 |
|
|
2015
Q4 | $234K | Buy |
5,919
+2,820
| +91% | +$111K | ﹤0.01% | 1108 |
|
|
2015
Q3 | $120K | Sell |
3,099
-1,876
| -38% | -$72.6K | ﹤0.01% | 1485 |
|
|
2015
Q2 | $202K | Sell |
4,975
-3,333
| -40% | -$135K | ﹤0.01% | 862 |
|
|
2015
Q1 | $409K | Buy |
8,308
+3,969
| +91% | +$195K | ﹤0.01% | 825 |
|
|
2014
Q4 | $196K | Sell |
4,339
-1,489
| -26% | -$67.3K | ﹤0.01% | 1146 |
|
|
2014
Q3 | $351K | Sell |
5,828
-4,114
| -41% | -$248K | ﹤0.01% | 797 |
|
|
2014
Q2 | $623K | Buy |
9,942
+45
| +0.5% | +$2.82K | 0.01% | 554 |
|
|
2014
Q1 | $694K | Buy |
9,897
+8,333
| +533% | +$584K | 0.01% | 497 |
|
|
2013
Q4 | $101K | Buy |
1,564
+60
| +4% | +$3.88K | ﹤0.01% | 1190 |
|
|
2013
Q3 | $92K | Buy |
1,504
+36
| +2% | +$2.2K | ﹤0.01% | 1169 |
|
|
2013
Q2 | $112K | Buy |
+1,468
| New | +$112K | ﹤0.01% | 932 |
|