Montag & Associates’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	-2,116	Closed	-$96K	–	934
2021 Q3	$96K	Hold	2,116	–	–	0.01%	479
2021 Q2	$97K	Hold	2,116	–	–	0.01%	473
2021 Q1	$82K	Hold	2,116	–	–	﹤0.01%	500
2020 Q4	$80K	Hold	2,116	–	–	﹤0.01%	485
2020 Q3	$69K	Hold	2,116	–	–	0.01%	298
2020 Q2	$68K	Hold	2,116	–	–	0.01%	292
2020 Q1	$52K	Hold	2,116	–	–	0.01%	280
2019 Q4	$98K	Hold	2,116	–	–	0.01%	301
2019 Q3	$103K	Hold	2,116	–	–	0.01%	297
2019 Q2	$95K	Hold	2,116	–	–	0.01%	303
2019 Q1	$89K	Hold	2,116	–	–	0.01%	303
2018 Q4	$76K	Hold	2,116	–	–	0.01%	284
2018 Q3	$77K	Hold	2,116	–	–	0.01%	316
2018 Q2	$79K	Hold	2,116	–	–	0.01%	276
2018 Q1	$74K	Hold	2,116	–	–	0.01%	277
2017 Q4	$82K	Hold	2,116	–	–	0.01%	267
2017 Q3	$88K	Hold	2,116	–	–	0.01%	245
2017 Q2	$86K	Hold	2,116	–	–	0.01%	239
2017 Q1	$90K	Hold	2,116	–	–	0.01%	237
2016 Q4	$90K	Hold	2,116	–	–	0.01%	238
2016 Q3	$110K	Hold	2,116	–	–	0.01%	242
2016 Q2	$107K	Hold	2,116	–	–	0.01%	238
2016 Q1	$94K	Hold	2,116	–	–	0.01%	231
2015 Q4	$84K	Hold	2,116	–	–	0.01%	231
2015 Q3	$82K	Hold	2,116	–	–	0.01%	231
2015 Q2	$86K	Hold	2,116	–	–	0.01%	242
2015 Q1	$104K	Hold	2,116	–	–	0.02%	250
2014 Q4	$96K	Sell	2,116 -6,558	-76%	-$298K	0.01%	240
2014 Q3	$523K	Hold	8,674	–	–	0.09%	167
2014 Q2	$543K	Sell	8,674 -900	-9%	-$56.3K	0.09%	173
2014 Q1	$671K	Buy	+9,574	New	+$671K	0.11%	155