Jeppson 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 |
-15,713
| Closed | -$710K | – | 166 |
|
|
2021
Q3 | $710K | Sell |
15,713
-69
| -0.4% | -$3.12K | 0.37% | 66 |
|
|
2021
Q2 | $724K | Sell |
15,782
-215
| -1% | -$9.86K | 0.39% | 65 |
|
|
2021
Q1 | $617K | Sell |
15,997
-30
| -0.2% | -$1.16K | 0.37% | 63 |
|
|
2020
Q4 | $606K | Buy |
16,027
+235
| +1% | +$8.89K | 0.4% | 61 |
|
|
2020
Q3 | $513K | Buy |
+15,792
| New | +$513K | 0.4% | 60 |
|