LWCFA
VER
Loring Wolcott & Coolidge Fiduciary Advisors’s VEREIT, Inc. VER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,113
| Closed | -$276K | – | 790 |
|
|
2021
Q3 | $276K | Sell |
6,113
-4,737
| -44% | -$214K | ﹤0.01% | 266 |
|
|
2021
Q2 | $498K | Buy |
+10,850
| New | +$498K | 0.01% | 223 |
|
|
2020
Q2 | – | Sell |
-2,250
| Closed | -$11K | – | 675 |
|
|
2020
Q1 | $11K | Buy |
+2,250
| New | +$11K | ﹤0.01% | 537 |
|