SWM
VER
Segment Wealth Management’s VEREIT, Inc. VER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,381
| Closed | -$83K | – | 224 |
|
|
2017
Q2 | $83K | Buy |
+9,381
| New | +$83K | 0.02% | 210 |
|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$77K | – | 173 |
|
|
2015
Q3 | $77K | Buy |
+2,000
| New | +$77K | 0.03% | 164 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$99K | – | 180 |
|
|
2015
Q1 | $99K | Hold |
2,000
| – | – | 0.03% | 177 |
|
|
2014
Q4 | $91K | Buy |
+2,000
| New | +$91K | 0.03% | 154 |
|