WealthPLAN Partners’s VEREIT, Inc. VER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,410
| Closed | -$218K | – | 394 |
|
|
2021
Q2 | $218K | Buy |
+4,410
| New | +$200K | 0.02% | 330 |
|
|
2020
Q4 | – | Sell |
-3,357
| Closed | -$120K | – | 355 |
|
|
2020
Q3 | $120K | Sell |
3,357
-278
| -8% | -$9.16K | 0.01% | 304 |
|
|
2020
Q2 | $121K | Sell |
3,635
-550
| -13% | -$15.3K | 0.01% | 300 |
|
|
2020
Q1 | $98K | Sell |
4,185
-305
| -7% | -$12.9K | 0.01% | 244 |
|
|
2019
Q4 | $220K | Sell |
4,490
-1,153
| -20% | -$55.3K | 0.03% | 229 |
|
|
2019
Q3 | $266K | Sell |
5,643
-684
| -11% | -$32.3K | 0.04% | 206 |
|
|
2019
Q2 | $301K | Sell |
6,327
-13,921
| -69% | -$602K | 0.05% | 182 |
|
|
2019
Q1 | $873K | Sell |
20,248
-1,337
| -6% | -$53.4K | 0.14% | 118 |
|
|
2018
Q4 | $893K | Sell |
21,585
-2,679
| -11% | -$99.4K | 0.14% | 112 |
|
|
2018
Q3 | $912K | Sell |
24,264
-7,567
| -24% | -$288K | 0.17% | 100 |
|
|
2018
Q2 | $1.18M | Sell |
31,831
-2,808
| -8% | -$98.6K | 0.24% | 91 |
|
|
2018
Q1 | $1.21M | Buy |
34,639
+8,374
| +32% | +$297K | 0.26% | 89 |
|
|
2017
Q4 | $1.02M | Buy |
26,265
+21,678
| +473% | +$869K | 0.27% | 90 |
|
|
2017
Q3 | $190K | Sell |
4,587
-622
| -12% | -$26.2K | 0.05% | 189 |
|
|
2017
Q2 | $212K | Buy |
5,209
+3,799
| +269% | +$157K | 0.06% | 161 |
|
|
2017
Q1 | $60.5K | Buy |
+1,410
| New | +$60.8K | 0.21% | 93 |
|
|
2016
Q3 | $283K | Sell |
5,650
-6,256
| -53% | -$326K | 0.09% | 118 |
|
|
2016
Q2 | $281K | Buy |
+11,906
| New | +$561K | 0.04% | 302 |
|
|
2015
Q4 | $108K | Buy |
+7,851
| New | +$322K | 0.02% | 391 |
|
|
2015
Q2 | $109K | Sell |
2,690
-888
| -25% | -$40.1K | 0.05% | 120 |
|
|
2015
Q1 | $176K | Buy |
+3,578
| New | +$171K | 0.08% | 119 |
|
Other funds holding VER
UOC
SFM
