J.P. Morgan Private Wealth Advisors’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 |
-25,496
| Closed | -$1.15M | – | 2077 |
|
|
2021
Q3 | $1.15M | Buy |
25,496
+3,178
| +14% | +$144K | ﹤0.01% | 1148 |
|
|
2021
Q2 | $1.03M | Buy |
22,318
+5,450
| +32% | +$250K | ﹤0.01% | 1187 |
|
|
2021
Q1 | $651K | Buy |
16,868
+1,206
| +8% | +$46.5K | ﹤0.01% | 1216 |
|
|
2020
Q4 | $592K | Buy |
15,662
+64
| +0.4% | +$2.42K | ﹤0.01% | 1221 |
|
|
2020
Q3 | $507K | Buy |
15,598
+2,200
| +16% | +$71.5K | ﹤0.01% | 1143 |
|
|
2020
Q2 | $431K | Buy |
13,398
+6,703
| +100% | +$216K | ﹤0.01% | 1168 |
|
|
2020
Q1 | $164K | Buy |
6,695
+49
| +0.7% | +$1.2K | ﹤0.01% | 1321 |
|
|
2019
Q4 | $307K | Buy |
6,646
+1,921
| +41% | +$88.7K | ﹤0.01% | 1229 |
|
|
2019
Q3 | $231K | Buy |
4,725
+116
| +3% | +$5.67K | ﹤0.01% | 1291 |
|
|
2019
Q2 | $208K | Sell |
4,609
-667
| -13% | -$30.1K | ﹤0.01% | 1290 |
|
|
2019
Q1 | $221K | Sell |
5,276
-1,034
| -16% | -$43.3K | ﹤0.01% | 1345 |
|
|
2018
Q4 | $226K | Sell |
6,310
-50,441
| -89% | -$1.81M | ﹤0.01% | 1289 |
|
|
2018
Q3 | $2.06M | Sell |
56,751
-16,495
| -23% | -$599K | 0.01% | 621 |
|
|
2018
Q2 | $2.73M | Buy |
73,246
+1,815
| +3% | +$67.5K | 0.02% | 532 |
|
|
2018
Q1 | $2.49M | Sell |
71,431
-2,675
| -4% | -$93.1K | 0.02% | 444 |
|
|
2017
Q4 | $2.89M | Sell |
74,106
-2,601
| -3% | -$101K | 0.02% | 420 |
|
|
2017
Q3 | $3.18M | Buy |
76,707
+2,143
| +3% | +$88.8K | 0.02% | 389 |
|
|
2017
Q2 | $3.03M | Sell |
74,564
-6,648
| -8% | -$271K | 0.02% | 387 |
|
|
2017
Q1 | $3.45M | Buy |
81,212
+2,531
| +3% | +$107K | 0.03% | 366 |
|
|
2016
Q4 | $3.33M | Buy |
+78,681
| New | +$3.33M | 0.03% | 346 |
|
|
2016
Q3 | – | Sell |
-79,921
| Closed | -$4.05M | – | 1291 |
|
|
2016
Q2 | $4.05M | Sell |
79,921
-58,376
| -42% | -$2.96M | 0.04% | 302 |
|
|
2016
Q1 | $6.13M | Buy |
138,297
+65,429
| +90% | +$2.9M | 0.06% | 228 |
|
|
2015
Q4 | $2.89M | Buy |
72,868
+3,328
| +5% | +$132K | 0.03% | 306 |
|
|
2015
Q3 | $2.68M | Buy |
+69,540
| New | +$2.68M | 0.03% | 293 |
|
|
2015
Q2 | – | Sell |
-43,032
| Closed | -$2.12M | – | 1164 |
|
|
2015
Q1 | $2.12M | Buy |
43,032
+2,897
| +7% | +$143K | 0.02% | 367 |
|
|
2014
Q4 | $1.82M | Buy |
40,135
+27,536
| +219% | +$1.25M | 0.02% | 396 |
|
|
2014
Q3 | $760K | Buy |
+12,599
| New | +$760K | 0.01% | 582 |
|