Focused Wealth Management’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 |
-413
| Closed | -$19K | – | 1071 |
|
2021
Q3 | $19K | Sell |
413
-41
| -9% | -$1.89K | ﹤0.01% | 496 |
|
2021
Q2 | $21K | Buy |
454
+3
| +0.7% | +$139 | ﹤0.01% | 494 |
|
2021
Q1 | $17K | Buy |
451
+2
| +0.4% | +$75 | ﹤0.01% | 503 |
|
2020
Q4 | $17K | Buy |
449
+3
| +0.7% | +$114 | ﹤0.01% | 468 |
|
2020
Q3 | $14K | Buy |
446
+3
| +0.7% | +$94 | ﹤0.01% | 456 |
|
2020
Q2 | $14K | Hold |
443
| – | – | ﹤0.01% | 437 |
|
2020
Q1 | $11K | Hold |
443
| – | – | ﹤0.01% | 441 |
|
2019
Q4 | $20K | Hold |
443
| – | – | ﹤0.01% | 405 |
|
2019
Q3 | $22K | Hold |
443
| – | – | 0.01% | 377 |
|
2019
Q2 | $20K | Hold |
443
| – | – | 0.01% | 409 |
|
2019
Q1 | $19K | Hold |
443
| – | – | 0.01% | 380 |
|
2018
Q4 | $16K | Hold |
443
| – | – | 0.01% | 398 |
|
2018
Q3 | $16K | Buy |
443
+200
| +82% | +$7.22K | 0.01% | 386 |
|
2018
Q2 | $9K | Hold |
243
| – | – | ﹤0.01% | 457 |
|
2018
Q1 | $8K | Hold |
243
| – | – | ﹤0.01% | 494 |
|
2017
Q4 | $9K | Hold |
243
| – | – | ﹤0.01% | 480 |
|
2017
Q3 | $10K | Hold |
243
| – | – | ﹤0.01% | 430 |
|
2017
Q2 | $10K | Hold |
243
| – | – | ﹤0.01% | 472 |
|
2017
Q1 | $10K | Hold |
243
| – | – | ﹤0.01% | 461 |
|
2016
Q4 | $10K | Hold |
243
| – | – | ﹤0.01% | 472 |
|
2016
Q3 | $13K | Hold |
243
| – | – | 0.01% | 418 |
|
2016
Q2 | $12K | Hold |
243
| – | – | 0.01% | 420 |
|
2016
Q1 | $11K | Hold |
243
| – | – | 0.01% | 391 |
|
2015
Q4 | $10K | Hold |
243
| – | – | 0.01% | 411 |
|
2015
Q3 | $9K | Hold |
243
| – | – | 0.01% | 420 |
|
2015
Q2 | $10K | Hold |
243
| – | – | 0.01% | 416 |
|
2015
Q1 | $12K | Hold |
243
| – | – | 0.01% | 400 |
|
2014
Q4 | $11K | Sell |
243
-12,255
| -98% | -$555K | 0.01% | 410 |
|
2014
Q3 | $754K | Buy |
12,498
+430
| +4% | +$25.9K | 0.58% | 40 |
|
2014
Q2 | $756K | Buy |
12,068
+268
| +2% | +$16.8K | 0.59% | 39 |
|
2014
Q1 | $827K | Buy |
11,800
+1,204
| +11% | +$84.4K | 0.69% | 32 |
|
2013
Q4 | $681K | Buy |
10,596
+1,283
| +14% | +$82.5K | 0.57% | 37 |
|
2013
Q3 | $568K | Buy |
+9,313
| New | +$568K | 0.54% | 38 |
|