Patriot Financial Group Insurance Agency’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 |
-7,063
| Closed | -$319K | – | 2318 |
|
2021
Q3 | $319K | Sell |
7,063
-44
| -0.6% | -$1.99K | 0.06% | 324 |
|
2021
Q2 | $326K | Sell |
7,107
-2,078
| -23% | -$95.3K | 0.06% | 321 |
|
2021
Q1 | $355K | Sell |
9,185
-372
| -4% | -$14.4K | 0.08% | 256 |
|
2020
Q4 | $361K | Sell |
9,557
-729
| -7% | -$27.5K | 0.09% | 226 |
|
2020
Q3 | $334K | Buy |
10,286
+626
| +6% | +$20.3K | 0.11% | 185 |
|
2020
Q2 | $311K | Buy |
9,660
+1,352
| +16% | +$43.5K | 0.12% | 172 |
|
2020
Q1 | $203K | Buy |
8,308
+269
| +3% | +$6.57K | 0.09% | 209 |
|
2019
Q4 | $371K | Buy |
8,039
+330
| +4% | +$15.2K | 0.14% | 140 |
|
2019
Q3 | $375K | Buy |
7,709
+28
| +0.4% | +$1.36K | 0.17% | 121 |
|
2019
Q2 | $350K | Sell |
7,681
-1,196
| -13% | -$54.5K | 0.15% | 121 |
|
2019
Q1 | $372K | Buy |
8,877
+2,182
| +33% | +$91.4K | 0.19% | 94 |
|
2018
Q4 | $235K | Sell |
6,695
-9,284
| -58% | -$326K | 0.15% | 112 |
|
2018
Q3 | $580K | Buy |
+15,979
| New | +$580K | 0.35% | 45 |
|
2018
Q2 | – | Sell |
-1,469
| Closed | -$50K | – | 955 |
|
2018
Q1 | $50K | Buy |
+1,469
| New | +$50K | 0.04% | 315 |
|
2017
Q4 | – | Sell |
-2,348
| Closed | -$98K | – | 971 |
|
2017
Q3 | $98K | Buy |
2,348
+564
| +32% | +$23.5K | 0.09% | 177 |
|
2017
Q2 | $71K | Sell |
1,784
-1,085
| -38% | -$43.2K | 0.07% | 193 |
|
2017
Q1 | $123K | Buy |
2,869
+279
| +11% | +$12K | 0.13% | 132 |
|
2016
Q4 | $110K | Buy |
+2,590
| New | +$110K | 0.15% | 132 |
|