Domani Wealth’s VEREIT, Inc. VER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,797
| Closed | -$534K | – | 123 |
|
|
2021
Q3 | $534K | Hold |
11,797
| – | – | 0.11% | 68 |
|
|
2021
Q2 | $542K | Hold |
11,797
| – | – | 0.11% | 71 |
|
|
2021
Q1 | $456K | Hold |
11,797
| – | – | 0.09% | 79 |
|
|
2020
Q4 | $446K | Sell |
11,797
-1
| -0% | -$38 | 0.09% | 76 |
|
|
2020
Q3 | $383K | Hold |
11,798
| – | – | 0.08% | 83 |
|
|
2020
Q2 | $379K | Sell |
11,798
-3,074
| -21% | -$98.7K | 0.09% | 82 |
|
|
2020
Q1 | $364K | Hold |
14,872
| – | – | 0.1% | 85 |
|
|
2019
Q4 | $687K | Hold |
14,872
| – | – | 0.23% | 53 |
|
|
2019
Q3 | $727K | Hold |
14,872
| – | – | 0.26% | 45 |
|
|
2019
Q2 | $670K | Hold |
14,872
| – | – | 0.25% | 48 |
|
|
2019
Q1 | $622K | Buy |
14,872
+9,060
| +156% | +$379K | 0.25% | 49 |
|
|
2018
Q4 | $208K | Hold |
5,812
| – | – | 0.1% | 98 |
|
|
2018
Q3 | $211K | Sell |
5,812
-6,104
| -51% | -$222K | 0.09% | 99 |
|
|
2018
Q2 | $443K | Hold |
11,916
| – | – | 0.2% | 60 |
|
|
2018
Q1 | $415K | Hold |
11,916
| – | – | 0.18% | 60 |
|
|
2017
Q4 | $464K | Hold |
11,916
| – | – | 0.2% | 59 |
|
|
2017
Q3 | $494K | Sell |
11,916
-6,714
| -36% | -$278K | 0.21% | 59 |
|
|
2017
Q2 | $758K | Sell |
18,630
-1,000
| -5% | -$40.7K | 0.31% | 48 |
|
|
2017
Q1 | $833K | Sell |
19,630
-97,074
| -83% | -$4.12M | 0.34% | 45 |
|
|
2016
Q4 | $4.94M | Sell |
116,704
-78,575
| -40% | -$3.32M | 1.99% | 11 |
|
|
2016
Q3 | $10.1M | Sell |
195,279
-123
| -0.1% | -$6.38K | 3.85% | 5 |
|
|
2016
Q2 | $9.91M | Sell |
195,402
-231
| -0.1% | -$11.7K | 3.85% | 4 |
|
|
2016
Q1 | $8.67M | Buy |
195,633
+6,032
| +3% | +$267K | 3.28% | 7 |
|
|
2015
Q4 | $7.51M | Sell |
189,601
-121,849
| -39% | -$4.83M | 2.94% | 8 |
|
|
2015
Q3 | $12M | Buy |
311,450
+3,745
| +1% | +$145K | 6.51% | 3 |
|
|
2015
Q2 | $12.5M | Buy |
307,705
+304,596
| +9,797% | +$12.4M | 6.82% | 2 |
|
|
2015
Q1 | $1.58M | Buy |
+3,109
| New | +$1.58M | 23.73% | 1 |
|