WFG Advisors’s VEREIT, Inc. VER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.88M | Buy |
46,073
+8,032
| +21% | +$327K | 0.42% | 57 |
|
|
2017
Q1 | $1.62M | Sell |
38,041
-2,022
| -5% | -$85.8K | 0.43% | 57 |
|
|
2016
Q4 | $1.7M | Buy |
40,063
+3,432
| +9% | +$145K | 0.41% | 56 |
|
|
2016
Q3 | $1.9M | Buy |
36,631
+817
| +2% | +$42.4K | 0.47% | 48 |
|
|
2016
Q2 | $1.82M | Buy |
35,814
+1,864
| +5% | +$94.5K | 0.48% | 44 |
|
|
2016
Q1 | $1.51M | Buy |
33,950
+1,437
| +4% | +$63.7K | 0.44% | 51 |
|
|
2015
Q4 | $1.29M | Buy |
32,513
+817
| +3% | +$32.3K | 0.38% | 57 |
|
|
2015
Q3 | $1.22M | Buy |
+31,696
| New | +$1.22M | 0.38% | 57 |
|
|
2015
Q2 | – | Sell |
-27,670
| Closed | -$1.36M | – | 1829 |
|
|
2015
Q1 | $1.36M | Sell |
27,670
-6,353
| -19% | -$313K | 0.38% | 48 |
|
|
2014
Q4 | $1.54M | Buy |
34,023
+5,649
| +20% | +$256K | 0.31% | 66 |
|
|
2014
Q3 | $1.71M | Sell |
28,374
-1,756
| -6% | -$106K | 0.33% | 59 |
|
|
2014
Q2 | $1.89M | Buy |
30,130
+7,440
| +33% | +$466K | 0.35% | 60 |
|
|
2014
Q1 | $1.59M | Buy |
22,690
+14,587
| +180% | +$1.02M | 0.32% | 57 |
|
|
2013
Q4 | $521K | Buy |
8,103
+218
| +3% | +$14K | 0.07% | 304 |
|
|
2013
Q3 | $481K | Sell |
7,885
-4,215
| -35% | -$257K | 0.07% | 287 |
|
|
2013
Q2 | $923K | Buy |
+12,100
| New | +$923K | 0.15% | 163 |
|