YorkBridge Wealth Partners’s Veris Residential VRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,000
| Closed | -$257K | – | 287 |
|
|
2021
Q3 | $257K | Hold |
15,000
| – | – | 0.06% | 233 |
|
|
2021
Q2 | $257K | Hold |
15,000
| – | – | 0.07% | 225 |
|
|
2021
Q1 | $232K | Hold |
15,000
| – | – | 0.07% | 226 |
|
|
2020
Q4 | $187K | Hold |
15,000
| – | – | 0.06% | 214 |
|
|
2020
Q3 | $189K | Hold |
15,000
| – | – | 0.08% | 175 |
|
|
2020
Q2 | $229K | Hold |
15,000
| – | – | 0.1% | 155 |
|
|
2020
Q1 | $228K | Buy |
15,000
+5,000
| +50% | +$76K | 0.14% | 141 |
|
|
2019
Q4 | $231K | Hold |
10,000
| – | – | 0.11% | 168 |
|
|
2019
Q3 | $217K | Buy |
+10,000
| New | +$217K | 0.11% | 166 |
|
|
2017
Q4 | – | Sell |
-30
| Closed | -$1K | – | 912 |
|
|
2017
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 861 |
|
|
2017
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 851 |
|
|
2017
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 840 |
|
|
2016
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 856 |
|