Integrated Wealth Concepts’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
Q4 | – | Sell |
-11,887
| Closed | -$538K | – | 1037 |
|
|
2021
Q3 | $538K | Buy |
11,887
+64
| +0.5% | +$3.11K | 0.02% | 563 |
|
|
2021
Q2 | $543K | Sell |
11,823
-436
| -4% | -$19.7K | 0.02% | 515 |
|
|
2021
Q1 | $473K | Sell |
12,259
-441
| -3% | -$16.5K | 0.02% | 483 |
|
|
2020
Q4 | $480K | Sell |
12,700
-2,503
| -16% | -$88.9K | 0.02% | 424 |
|
|
2020
Q3 | $494K | Sell |
15,203
-1,486
| -9% | -$48.9K | 0.03% | 346 |
|
|
2020
Q2 | $537K | Buy |
16,689
+1,262
| +8% | +$35.1K | 0.04% | 272 |
|
|
2020
Q1 | $377K | Buy |
15,427
+2,367
| +18% | +$100K | 0.03% | 275 |
|
|
2019
Q4 | $603K | Sell |
13,060
-1,361
| -9% | -$65.2K | 0.05% | 238 |
|
|
2019
Q3 | $705K | Buy |
14,421
+369
| +3% | +$17.4K | 0.08% | 162 |
|
|
2019
Q2 | $644K | Buy |
14,052
+1,985
| +16% | +$85.8K | 0.08% | 156 |
|
|
2019
Q1 | $505K | Buy |
12,067
+899
| +8% | +$35.9K | 0.09% | 160 |
|
|
2018
Q4 | $399K | Buy |
11,168
+3,211
| +40% | +$119K | 0.11% | 146 |
|
|
2018
Q3 | $285K | Buy |
7,957
+3,362
| +73% | +$128K | 0.09% | 186 |
|
|
2018
Q2 | $171K | Sell |
4,595
-284
| -6% | -$9.97K | 0.06% | 218 |
|
|
2018
Q1 | $167K | Sell |
4,879
-31
| -0.6% | -$1.1K | 0.07% | 193 |
|
|
2017
Q4 | $186K | Buy |
+4,910
| New | +$197K | 0.08% | 187 |
|
